Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: d e conway who wrote (48720)	2/5/1999 11:59:00 AM
From: Jim McMannis	Read Replies (1) of 1572768

Consider this. Intel could have a Celeron 433 and 466 right now by just changing clock multipliers. AMD has to ramp up a new chip (K6-3) plus fix process problems to be able to keep up. No question which is the tougher task and more prone to mistakes along the way. While the K-3 might intro at 400 and 450 at the end of Feb. The 400 won't ship until the first week of March. The 450 won't ship in any volume until a few weeks after the K6-3-400. That means you won't be abl to get a K6-3-450 until the end of March/first of April. Neither chip will contribute much to over all 1st q ASPs but what they do contribute will barely offset the low prices AMD will have to sell current K6-2s for to compete wth the Celeron. Don't expect to be able to buy a K6-2-450 until March either. The Celeron 433 will keep a lid on the K6-2-450 prices. So to make a long story short, if you want to trade AMD, OK, or if you want to add small amounts on down days in hopes that the K7 will be a hit then OK, but I can think of a lot safer long term holds. <G>

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