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

To: Charles R who wrote (75356)	10/13/1999 2:49:00 PM
From: Goutam	Read Replies (1) \| Respond to of 1572714

Chuck, According to this link [ rbcomputing.com ] AMD is poised to announce Athlon price cuts on Oct 24, 99 and K6 price cuts in the beginning of Nov, 99. If true, does this mean AMD is preparing to release another higher speed grade of Athlon as well as higher speed grades of k6-X by that time frame? Also, regarding Intel's Q4 guidance of increased ASP and margins, how exactly they are going to achieve this - by not being as aggressive in price cuts as before or by selling large number of Coppermine chips (Kash suggested that Intel can easily ramp to 10M Cumine cpus - I feel, Intel may have tough time selling that many cumines in just two months of Q4), or both? Which scenario (applied to raising the ASP) would bode well for AMD? Another question that's good for discussion, is Intel going to see more competition in Chipsets and Motherboards because of VIA's Apollo Pro133? I think, OEMs that are going with VIA's solution are going with their own motherboards. Regards, Goutama