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To: Petz who wrote (82884)12/14/1999 1:38:00 PM
From: Goutam  Respond to of 1580836
 
Petz,

Here is my PriceWatch - Athlon Cpus data for this week -

 Dec  13, 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
12-13-99 $779,#17 $749,#20 $580,#24 $560,#22 $433,#27 $415,#112 $309,#95 $217,#98
INT-AMD $98 $77 $52 $34 $56 $34
12-13-99 $859,#6 $651,#50 $483,#67 $381,#72 $253,#74 $183,#50
12-06-99 A $641,#48 $484,#68 $382,#72 $253,#69 $186,#50 A
11-29-99 M $652,#40 $495,#65 $392,#68 $254,#68 $193,#52 M
11-22-99 D $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 CPU - Pricewatch
("___" = $xxx - lowest price, "***" = #xx = No. of Listings)

|_________________________________($651, Dec 13,99)
|________________________________($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)
|*************************(#50, Dec 13,99)
|************************(#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

|________________________($483, Dec 13,99)
|________________________($484, Dec 06,99)
|_________________________($495, Nov 29,99)
|_________________________($497, Nov 22,99)
|_________________________($504, Nov 14,99)
|_________________________($505, Nov 07,99)
|_________________________($505, Nov 02,99)
|**********************************(#67, Dec 13,99)
|**********************************(#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)

|___________________($381, Dec 13,99)
|___________________($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 13,99)
|************************************(#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 13,99)
|_____________($253, Dec 06,99)
|_____________($254, Nov 29,99)
|_____________($255, Nov 22,99)
|_____________($256, Nov 14,99)
|_____________($257, Nov 07,99)
|_____________($257, Nov 02,99)
|*************************************(#74, Dec 13,99)
|***********************************(#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)

|_________($183, Dec 13,99)
|_________($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 13,99)
|*************************(#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)
|--------------------------------------------------------

Comments:
[ Dec 06,99 - Dec 13,99]

o Athlon CPU price were very stable.

o Athlon 700 price gone back up to two weeks old price
after the PIII price cuts.

o Note that, Athlon 750 has finally reached PW(Price Watch)

o The anaemic price cuts by Intel didn't make that much of a
dent in the price advantage of Athlons over PIIIs

Goutama



To: Petz who wrote (82884)12/14/1999 2:02:00 PM
From: Paul Engel  Respond to of 1580836
 
Petz - Re: "When a growth company fails to meet expectations three quarters in a row, in the midst of the most rapid growth in their core industry (semiconductors), there is something deeply wrong."

Sounds like AMD's history over the past 4 years !

Intel has missed estimates by a few pennies the last 2 quarters - but AMD has consistently posted SPECTACULAR LOSSES for almost 4 years !

Paul



To: Petz who wrote (82884)12/14/1999 3:26:00 PM
From: Yousef  Respond to of 1580836
 
Petz,

Re: "When a growth company fails to meet expectations three quarters in a row,
in the midst of the most rapid growth in their core industry (semiconductors),
there is something deeply wrong."

Hahaha ... That's a good one, John ... What about AMD losing money every
quarter during this same period of time. In fact, AMD's chart is now showing
the classic "toilet bowl" formation ... Just waiting to be "flushed". <ggg>

quote.yahoo.com

Make It So,
Yousef



To: Petz who wrote (82884)12/14/1999 5:24:00 PM
From: Joseph S. Lione  Respond to of 1580836
 
Petz - " When a growth company fails to meet expectations three quarters in a row, in the midst of the most rapid growth in their core industry (semiconductors), there is something deeply wrong."

Maybe what is deeply wrong is the analysis.

Joe