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Politics : Formerly About Advanced Micro Devices

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To: Brian Hutcheson who wrote (44516)1/1/1999 2:55:00 PM
From: Joey Smith  Read Replies (2) of 1572257
 
re:Joey , can you explain how AMD got caught with its pants down

Simple. AMD didn't expect Intel to come out with celeron 400 so early and so agressively....So, how is AMD going to compete??? By slashing prices of there top-of-the-line chip (K6-2 400)...Problem is, there goes your ASPs well under $100, and there goes your profitability.

So, where is the K6-2 450??? I don't think they'll come out with one. They will wait until K6-3, but from what I'm hearing, K6-3 400 will come out in Feb. and 450 a month after that. Bottom-line: AMD will get a serious butt-whipping this quarter from Intel with regards to ASPs, courtesy of Celeron 400.

joey
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