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

To: greg nus who wrote (80758)	11/22/1999 10:41:00 PM
From: Bill Jackson	Read Replies (1) \| Respond to of 1573074

greg, With Macchiavelli as a mentor perhaps intel will vut the prices of parts it cannot supply in the hopes that it will made AMD cut the prices on parts it can supplt. After the copperminus is being made in volume they can increase the price for the faster series and avoid the ASP hit that price cutting on stock sold would imply. Bill

To: greg nus who wrote (80758)	11/22/1999 10:59:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1573074

<Based on Intels current list of woes, one would have to assume timeline for new product introductions has been lenghtened, rather than contracted. Indicating Intel will act slower to cut prices. > Intel may be saving anywhere from $30-$50 in costs per each CuMine that gets shipped instead of Katmai. So, if Intel drops the CuMine prices by $15-25 compared to Katmai equivalent, they still get to keep a lot of extra money. So, I expect them to move quickly on price cuts. Delay serves little purpose unless there is a yield problem which appears unlikely at this point. The thing to watch is if they have across the speed-grade reductions or will they do creative things on the price curve. Across the board is easy on AMD but flattening the curve can reduce AMDs ASPs and profits but could create segmentation issues. Dec 12 might provide some clues on Intel's pricing strategy for the next year.

To: greg nus who wrote (80758)	11/23/1999 1:09:00 AM
From: tejek	Respond to of 1573074

RE <<<Tejek, Just thing, is it a logical move for Intel to drop prices on Floppersometimes during demand constrained market conditions?>>> Greg, I think there is some serious confusion out there. Intc is saying that demand is outstripping supply while analysts are saying that intc is cutting prices of the cumine. What I think is happening is that there is a shortage of 733 cumine currently, and intc has had to reduce prices to effectively compete with the higher MHz Ahtlon line. But that's a guess on my part in order to make sense of the conflicting messages. If my take is correct, then even if intc cuts prices, it does not mean that AMD has to follow suit. During the CC Sanders was pretty happy.....so things must be going well for AMD in the marketplace. ted