SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Advanced Micro Devices
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Scumbria who wrote (98929)3/18/2000 6:03:00 PM
From: Charles R  Read Replies (2) of 1576340
 
Scumbria,

<Isn't it entertaining to watch AMD torture Intel with Athlon MHz increases and pricing drops, just like Intel did last year to K6?>

Ah! The receiving end! Intel can be in a world of hurt if Q2 demand is not sky high.

<Just as Intel gets ramped at 800 Mhz, AMD cuts the price in half!>

I expect OEM prices on 800MHz to be less than $200 by mid-April (by the time 1G volumes kick in).

If AMD pulls off some busines SKUs at Thunderbird introduction (and the odds are good), Intel ASPs can collapse in Q2 - especially if the demand slows down.

It will be interesting to see how Intel plans to get out of that. Just need to pull a few more tricks out of that bag until Wilamette.

Chuck
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News