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

To: kash johal who wrote (69349)	8/20/1999 2:48:00 PM
From: Charles R	Respond to of 1574001

Kash, <I don't believe that pricewatch pricing accurately reflects OEM pricing> Actually, using a good discounting scheme and a few assumptions on speed mix, I find Pricewatch pricing to be pretty accurate in predicting Intel's ASPs. <and certainly not at the start up stage.> I am using higher discounts to compensate for this but this is one thing that is tough to factor in. <I just don't believe that 30-40% of mix will exceed 600Mhz.> Just to be sure, I was talking about only 10% at the 650MHz speed grade. (that's what Intel seems to be doing at the highest speed grade every quarter). I am more sanguine about the the speed mix being heavily skewed above 550 though. (so instead of the 40/30/20/10 that seems to be the case for Intel, AMD may have 30/40/20/10 - because the rumored bins splits indicate yields mostly over 550MHz and hardly any 500s) Chuck