Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: kash johal who wrote (81416)	11/29/1999 2:38:00 PM
From: Charles R	Respond to of 1572900

Kash, <I have a suspicion that AMD may not even offer anything below 700 Mhz speed grades in Q1 2000 for Athlon.> To begin with, I would be happy if they just lose the 500s and 550s. <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+.> I am quite fascinated by the possibilities at this stage. Looking forward to Jan 2nd week when both Intel and AMD set forth their product offerings going forward. If we look at the Intel model of Celeron being 3 speed grades behind PIII, 600s would be just about right. But, there has been so much chaos on the PIII product line it will be interesting to see what the segmentation strategy going forward is. <To ship 3-4M Athlons will probably require slower speed grades and slashing blended Athlon pricing to say $200.> Not necessarily! A lot depends on how AMD will distinguish between Consumer and Business systems. I can see some interesting possibilities. <If Intel doesn't kamikaze the pricing AMD should have an awesome Q1 2000.> As Kap would say, you can take it to the bank ;-) Chuck Chuck