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


To: Mani1 who wrote (82170)12/7/1999 1:52:00 AM
From: Goutam  Read Replies (2) | Respond to of 1574263
 
Mani,

FWIW -

 Dec  02, 99
Athlon CPU - Pricewatch
("___" = $xxx - lowest price, "***" = #xx = No. of Listings)

|________________________________($641, Dec 06,99)
|_________________________________($652, Nov 29,99) 20:1
|_________________________________($657, Nov 22,99)
|_________________________________($669, Nov 14,99)
|__________________________________($672, Nov 07,99)
|__________________________________($674, Nov 02,99)
|************************(#48, Dec 02, 99)
|***********************(#46, Nov 29,99) 2:1
|*********************(#41, Nov 22,99)
|******************(#36, Nov 14,99)
|***************(#29, Nov 07,99)
700 |*************(#25, Nov 02,99

|________________________($484, Dec 06,99)
|_________________________($495, Nov 29,99)
|_________________________($497, Nov 22,99)
|_________________________($504, Nov 14,99)
|_________________________($505, Nov 07,99)
|_________________________($505, Nov 02,99)
|**********************************(#68, Dec 06,99)
|*********************************(#65, Nov 29,99)
|********************************(#64, Nov 22,99)
|******************************(#60, Nov 14,99)
|**************************(#53, Nov 07,99)
650 |**************************(#53, Nov 02,99

|___________________($382, Dec 06,99)
|____________________($392, Nov 29,99)
|____________________($394, Nov 22,99)
|____________________($401, Nov 14,99)
|____________________($404, Nov 07,99)
|____________________($404, Nov 02,99)
|************************************(#72, Dec 06,99)
|***********************************(#69, Nov 29,99)
|**********************************(#67, Nov 22,99)
|********************************(#64, Nov 14,99)
|****************************(#56, Nov 07,99)
600 |****************************(#55, Nov 02,99

|_____________($253, Dec 06,99)
|_____________($254, Nov 29,99)
|_____________($255, Nov 22,99)
|_____________($256, Nov 14,99)
|_____________($257, Nov 07,99)
|_____________($257, Nov 02,99)
|***********************************(#69, Dec 06,99)
|**********************************(#68, Nov 29,99)
|**********************************(#68, Nov 22,99)
|*********************************(#65, Nov 14,99)
|*******************************(#61, Nov 07,99)
550 |******************************(#60, Nov 02,99)

|_________($186, Dec 06,99)
|__________($193, Nov 29,99)
|__________($194, Nov 22,99)
|__________($197, Nov 14,99)
|__________($197, Nov 07,99)
|__________($197, Nov 02,99)
|*************************(#50, Dec 06,99)
|**************************(#52, Nov 29,99)
|**************************(#51, Nov 22,99)
|**********************(#43, Nov 14,99)
|********************(#39, Nov 07,99)
500 |*********************(#41, Nov 02,99)
|-------------------------------------------------------------

Table 1 - AMD Athlon & Intel Coppermines Lowest Prices, #Listings - PriceWatch

750 733 700 667 650 600B 600 550 500
INTEL --------- -------- -------- -------- -------- -------- -------- -------- --------

11-29-99 $799,#14 $778,#20 $621,#22 $591,#22 $436,#29 $422,#117 $219,#101
12-06-99 $789,#14 $777,#19 $609,#27 $584,#24 $434,#28 $417,#118 $311,#98 $219,#100
INTEL-AMD $136 $100 $52 $35 $58 $33
12-06-99 $???,#0 AMD $641,#48 AMD $484,#68 $382,#72 $253,#69 $186,#50 A
11-29-99 $652,#46 $495,#65 $392,#68 $254,#68 $193,#52 M
11-22-99 $657,#41 $497,#64 $394,#67 $255,#68 $194,#51 D
11-14-99 $669,#36 $504,#60 $401,#64 $256,#68 $197,#43
11-07-99 $672,#29 $505,#53 $404,#56 $257,#61 $197,#39
11-02-99 $674,#25 $505,#53 $404,#55 $257,#60 $197,#41

Athlon MOBO (NO CPU ATHLON )- Pricewatch
($xxx - lowest price, ***** = #xx = No. of Listings)

|**********************(#44, $120, Dec 06,99)
|***********************(#46, $130, Nov 29,99)
|**********************(#43, $133, Nov 22,99)
|*********************(#41, $133, Nov 14,99)
FIC |********************(#39, $138, Nov 07,99)
|
|******************(#36, $155, Dec 06,99)
|***************(#30, $158, Nov 29,99)
|************(#24, $159, Nov 22,99)
|********(#16, $165, Nov 14,99)
ASUS|****(#7, $175, Nov 07,99)
|
|*********(#17, $142, Dec 06,99)
|*********(#17, $148, Nov 29,99)
|*********(#17, $150, Nov 22, 99)
|*********(#17, $153, Nov 14,99)
MSI |********(#16, $154, Nov 07,99)
|
|********(#15, $141, Dec 06,99)
|*******(#14, $143, Nov 29,99)
|******(#11, $152, Nov 22,99)
|*****(#10, $153, Nov 14,99)
GIGA|****(#8, $161, Nov 07,99)
|
|*****(#9, $136, Dec 06,99)
|*****(#9, $127, Nov 29,99)
|*****(#9, $127, Nov 22,99)
|****(#8, $139, Nov 14,99)
BCM |***(#6, $169, Nov 07,99)
|
|****(#7, $156, Dec 06,99)
|***(#5, $155, Nov 29,99)
|***(#5, $156, Nov 22,99)
|***(#5, $161, Nov 14, 99)
BIO |***(#5, $169, Nov 07,99) 2:1
|
EPOX|*(#1, $199 tentative, Dec 06,99 - ETA mid Feb?00)
EPOX|*(#1, $199 tentative, Nov 29,99 - ETA mid Dec?99)
|
|================================(#129, +6%, 7 mobo mfgrs, Dec 06,99)
|===============================(#122 +12%, 7 mobo mfgrs, Nov 29,99)
|===========================(#109 +12%, 6 mobo mfgrs, Nov 22,99)
|========================(#97 +20%, 6 mobo mfgrs, Nov 14,99)
Tot |====================(#81, 6 mobo mfgrs, Nov 07,99) 4:1
|-------------------------------------------------------------


Comments:
[ Nov 29,99 - Dec 06,99]
o Athlon CPU price drops were slightly more than usual at higher speed grades.
o Number of K7 mobos listings increased by 6% from the previous week.
o Number of ASUS listings went up to 36 from 30.
o We need new mobos to see the steady growth in the mobo listings.

Goutama



To: Mani1 who wrote (82170)12/7/1999 8:02:00 AM
From: niceguy767  Read Replies (2) | Respond to of 1574263
 
Hi Mani:

I'm curious how you arrive at $1.3 billion when Y99 revenues will be $1 billion and anticipated growth in flash bit production is 70% QTR to QTR.

Can you please fill in the gaps for me?