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

To: Charles R who wrote (81408)	11/29/1999 2:20:00 PM
From: kash johal	Read Replies (1) \| Respond to of 1572777

Chuck, Re: "binsplits and speeds for q1 2000" I have a suspicion that AMD may not even offer anything below 700 Mhz speed grades in Q1 2000 for Athlon. I guess it probably depends on K6-2+ speed grades. AMD is at 533 with latest K6's with a sweetspot at 500Mhz. With 0.18 they may be able to get a 600Mhz sweetspot with k6-2+. So they may offer 550/600/650 speed grade K6-2+ for the value segment for an average ASP of say $80-90 or so. These parts whould be close to 50% margin at these prices. My model suggest that AMD would be better off shipping say 2M high speed Athlons at $300-400 ASP and say 4M K6-2+ with a blended ASP of $80-90. To ship 3-4M Athlons will probably require slower speed grades and slashing blended Athlon pricing to say $200. Seems to me AMD has several options depending upon how AMD attacks the Athlon pricing with cumine/celeron in Q1. If Intel doesn't kamikaze the pricing AMD should have an awesome Q1 2000. regards, Kash