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

To: Charles R who wrote (66561)	7/23/1999 9:32:00 PM
From: kapkan4u	Read Replies (5) \| Respond to of 1573920

<Chuck - re: Is it possible that Athlon will ship in 650 speed grades this quarter and has effectively killed of the pricing for speed grades below 550 MHz?> It appears that Intel thinks (or hopes) that Athlon-500 will be the volume part, and planning a price squeeze using PIII-500. But this is the ONLY response available to them. If the volume is in Athlon-550/600 range then they have no response. Starting a price squeeze in PIII-600 segment will be devastating to Intel's profits since it will ripple through their entire price structure. So may be there is a bit of wishful thinking on Intel's part (or mine). We will see. Kap.

To: Charles R who wrote (66561)	7/23/1999 9:41:00 PM
From: Joey Smith	Read Replies (2) \| Respond to of 1573920

Charles, re:Is it possible that Athlon will ship in 650 speed grades this quarter and has effectively killed of the pricing for speed grades below 550 MHz? Anything's possible, but what's the likelihood of that happening??? Not worth the bet. Gwenep says 500 as the volume leader, and i tend to believe him this one time. IMO, 600 Athlons will be hard to find the next few months. joey

To: Charles R who wrote (66561)	7/23/1999 9:43:00 PM
From: Craig Freeman	Respond to of 1573920

Charles, a couple of months ago I paid $260 for a PIII/450. If Intel now offers a PIII/500 for the same price, where's the surprise? Moore's Law states that CPU speeds will double every 18 months so a month ought to be worth between 5% and 6%. A couple of months takes us from 450MHz to 500MHz ... right one time. Been there. Done that. Moore's Law is as predictable as the sunrise. Craig