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Politics : Formerly About Advanced Micro Devices
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To: Joey Smith who wrote (32293)5/1/1998 3:55:00 PM
From: Ali Chen  Read Replies (1) of 1574307
 
Joey, <PII 300:$283 K6 300:$249 So much for AMD
matching equivalent Intel chips with 25% discount.
Who will buy K6 300 over better-performing PII 300?>
There are several facts you have missed on the PriceWatch.

First, there are 7 red tag prices just on the list of
first 15 vendors, totally 12 red tags. Do you know what
the red tag means? Correct, the merchants have to drop
prices in order for the inventory to go. Compare with
total 5 tiny adjustments for K6-300.

Second, these underpriced P-II could very likely be a remarked
P2-233 or 266. The "real" guys are still trying to sell
the "real" P2-300 from real guys as HP and Compaq for $500+
and even for $1000+ a piece. Good try though. I wonder how
these "sales" are accounted in Intel's books. As a
"vaporsales" or what?

Third, ignorant public do not care: 300Mhz is
300 Mhz. Got it?

<Bottom Line: more AMD losses for Q2, while PII/Slot 1
becomes the industry standard!!!> For each dollar in AMD
losses Intel (you) loses $10. Intel's ASP drops by $80 and
all their profits are gone, so will the stock price. Other
charges are coming - $700M for DEC settlement. I do not
see any reasons for your happy face here.

BTW, yesterday there were 34 vendors selling K6-300,
today there are 38. Go figure.
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