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Politics : Formerly About Advanced Micro Devices

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To: Process Boy who wrote (57472)	5/6/1999 6:12:00 PM
From: kash johal	Read Replies (3) of 1572630

PB, Re: Erika's note Thanks for the posting. The only problem I see with her posting is she is saying that PIII 450's are selling at $315. I presume her numbers are OEM prices. I just checked on pricewatch and PIII 400's are now at $290 in single quantities!!! Either there is a major overall problem??? or some major OEM has dumped PIII's into the grey market. In fact the PIII 450's were showing as lower priced than the PII 450's and the KIII 450's!!! Hey, I hope to hell Erika is right and folks like Niles are wrong as prices being slashed will certainly not help AMD's case. This pricing makes no sense to me frankly as Intel could play this much smarter by just limiting the higher end Celeron availability if the PIII 450's were not selling. The only other thing I can think of is AMD is producing many many more parts than 4.5M for Q2. With Cyrix going away, this whole pricing fiasco was the last thing I was expecting. Regards, Kash Johal.

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