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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 210.78-4.8%Dec 12 9:30 AM EST
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To: Jim McMannis who wrote (4873)8/13/2000 9:16:55 PM
From: Charles RRead Replies (1) of 275872
 
<OTOH, seems pretty customary to drop prices in the speed chain when you introduce a new speed grade.>

Not if you are Intel. Introduce 1.13GHz and 1GHz pricing goes up ;-)

<And at time you lop one off a the lower end.>

This is absolutely true. That's why my comment was about perceptions.

<I've fully expected AMD to put the screws to Intels pricing model as soon as they started to ramp up from Dresden.>

I have said for a while that AMD will undercut Intel in pricing as long as there is quest for marketshare. The point I was making in light of the recent price cuts is that Thunderbirds are leading that attack even at the low-end instead of Durons. The 1GHz pricing doesn't matter since 1.1Gs are shipping to OEMs.

<Now we will see what P3 really has left in the tank. I suspect Intel had figured out what was going to happen and the P3-1133Mhz was some kind of ploy.>

My take on this forever has been it doesn't matter. Everyone knows Athlons are outshipping PIIIs at the high-end. Since Athlon's introduction, AMD's problem is not and has never been the PIII and Wilamette is not going to be a problem for a few more quarters. AMD's problem has been the incredibly naive single source, trust your competitor chipset strategy. That situation will continue to be tough until an alternative mainstream chipset shows up.

Chuck
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