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: Richard P. Roberts who wrote (48488)2/4/1999 4:12:00 PM
From: Jim McMannis  Read Replies (3) of 1571200
 
Summary
1. AMD discovers production problem.
2. Desparate to fill orders for K6-2-400s, AMD uses up an incredible amount of wafer real estate and has to dump leftovers as AFR 66 chips lowering 4th qtr ASps.
3. AMD falls 2 months behind schedule with K6-3-400 and 3 months behind with K6-3-450. With little volume of K6-3s in the 4th quarter
and chance for significantly raising overall ASPs is dashed.
K6-3-450 won't have volume enough to matter.
4. Intel moves up release of Celeron 366 and 400 and begins predatory pricing to regain share.
5. Intel introduces Socket 370, takes more low end.
6. Intel further reduces Celeron Prices and dumps 300s and 333s.
7. Intel announces Celeron 433 moved up to a March release squashing any chance of AMD getting any premium ASP for the yet unreleased K6-450.....

Looks like AMDs process problem has really cost them. Combine this with Intels moving up of the release of the Celerons and you get a double whammy. No wonder this will be a blah quarter for AMD...
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