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Politics : Formerly About Advanced Micro Devices

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To: Investor A who wrote (32526)5/8/1998 9:28:00 PM
From: Adrian Wu  Read Replies (1) of 1572737
 
Investor A: First, the prices are too low and the price difference too large between vendors; those are probably remarked chips. Why should I pay for a remarked chip when I can buy a PII-266 and overclock it to 333MHz?(That is, if I want to have a PII system in the first place).
I wouldn't worry about K6-300. The motherboards are $60 - 80 cheaper than BX or even LX based boards. Add to that the fact that the K6-300 is 0.25 microns vs. 0.35 for the PII-300, and hence it has a much smaller die size and therefore lower cost, Intel would have to lose quite a lot of money per chip sold before they will hurt the K6.
The K6-300 is becoming the mainstream product, with the K6-233 at the extreme low end. The K6-266 will be phased out probably, since >90% of the 0.25 micron K6s are yielding above 300MHz. The PII-300 will also be the largest volume PII for Intel, since few people are prepared to pay exorbitant prices for the 350 or 400MHz chips. If Intel drops the price on the PII-300 too low, this will really hurt their ASP.

Adrian
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