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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Cirruslvr who wrote (63240)	6/24/1999 7:53:00 PM
From: Petz	Read Replies (2) \| Respond to of 1572153

Crslvr, re:<I think AMD is sitting on quite a few worthless 350s> Agree and disagree. Yes, the big bulk of this inventory must be 350's, or possibly only the 350's were sold to distributors, depressing the price. (AMD can't count them "sold" until the primary distributors sell them.) Disagree on "worthless." $30-35 x 2 million chips = $60-70M, which is good if they are being valued at "cost" of ~ $20/chip. Petz

To: Cirruslvr who wrote (63240)	6/24/1999 7:58:00 PM
From: Gopher Broke	Respond to of 1572153

Isnt it just that the 350 runs at 3.5x a 100 MHz FSB? The 366/380 have less desirable FSB/multiplier settings (5.5x66, 4x95). - Running the FSB at 100 gives better performance than 66, which means the 366 is a low-demand chip - There are probably few chips that fail at 4x100 and yet run OK at 4x95 so the 380 is probably only produced in small volumes. Bottom line is that pricing pressure is on the 350 because that constitutes the majority of all AMD's sub-400 chips. Also, I am not sure why the general assumption is that the inventory is mostly sub-400. Seems to me that AMD have been pricing aggressively to unload the 350 but not so much the 400 and over. And they say that they produce as many 400+ as they do under 400.