SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Petz who wrote (69768)8/24/1999 8:30:00 PM
From: Charles R  Read Replies (1) | Respond to of 1575548
 
Petz,

<Athlon CPU's available in quantity at thechipmerchant.com. Prices are
MHz Boxed OEM>

I also noticed the retail boxed Athlons popping up on Pricewatch but I have yet to make up my mind on if this is a good, bad or indifferent development.

<I've also pretty much concluded that discounting their
prices by 25% gives a good estimate of the ASP that AMD is
receiving.>

May I ask why you are comfortable with the 25% discount? Do you have any insight into Athlon OEM pricing?

The reason I say that typically, bulls (me included) tend to be more optimistic than they should be. I would love to see someone with good handle on OEM pricing post on this topic.

Chuck



To: Petz who wrote (69768)8/25/1999 1:18:00 AM
From: dumbmoney  Respond to of 1575548
 
If we assume a pessimistic 40/35/20/5
speed distribution for Athlon, assume a retail price of
$800 for the 650 we get an Athlon ASP of $338.

But will anyone buy the 500Mhz Athlons?

Realistically, AMD needs good yields at the highest Intel "Mhz" to make money.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News