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

To: fyo who wrote (66777)	7/28/1999 1:53:00 AM
From: Charles R	Read Replies (3) \| Respond to of 1574051

Thread, ebnews.com This is the first time ever that Intel is releasing their latest processor at such a low price. Not only that,it is lower than highest price from competition (Athlon-600 MHz). One can question if Athlon pricing is going to stay that high once it is is volume and that we shall see. However, the very fact that Intel priced it lower than yet-to-be volume production part from competition speaks for itself. Inspite of all the funny reasoning about why they can lower the prices, this is the first overt admission from Intel that its products have lost the race to the high-end. It looks like Intel is taking AMD quite seriously unlike some of the Intel longs that post on this thread. Chuck

To: fyo who wrote (66777)	7/28/1999 1:57:00 AM
From: Mani1	Read Replies (1) \| Respond to of 1574051

Re JC's AMD revenue Calculator, JC has done a great job by building the calculator but his numbers are not correct. Simply look at the total number of CPU for the next Q. He has the number at almost 9 million. It safe to say NO WAY! Even if all the unsold inventory sold next quarter it will not even be close (to the 9 million). I also bet that the unsold inventory has a bin split much worse than the stated. I assume that ASP of $25 for the unsold inventory would be too optimistic. AMD has already written that off, and I am sure they had good reason to do so. Mani