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

To: kash johal who wrote (75294)10/13/1999 1:00:00 AM
From: Charles R  Read Replies (1) | Respond to of 1578294
 
Kash,

<They have a real tight-rope with ASPs/bin splits//volumes etc to manage to meet or beat expectations.>

Looks like we are in agreement here. Dell, Gateway and Micron's direct model could help push out a lot of CuMine but even then it is an uphill task. The fact that they are going to be using the same 810 motherboard to push Celeron/PIII/CuMine means that there can be some creative ways of pushing more CuMine or PIII at the expense of Celeron and thus improve the margins but it would require a lot of things going in Intel's favor.

I think the rope is so tight that even if there is a minor hiccup in CuMine launch, Q4 will be toast.

Chuck



To: kash johal who wrote (75294)10/13/1999 3:34:00 AM
From: Mani1  Read Replies (2) | Respond to of 1578294
 
Kash Re <<we could see 750/800Mhz Athlons from AMD in november timeframe - remember they are now in production and have started sampling customers.>>

If this is true, Sanders was sure sandbagging in the CC. He said 750 in Q1 and 1000 by the end of next year. It is so unlike him to lowball. Maybe he is turning a new leaf.

Mani


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