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

To: Yougang Xiao who wrote (82996)	12/14/1999 10:56:00 PM
From: Charles R	Read Replies (2) \| Respond to of 1571931

Yougang, <Jerry was on record saying (the latest CNBC interview) AMD would the First in 800 mhz and 1 Ghz. Now Intel is reportedly coming out with 800 part, what do you think AMD will do?> If Intel does launch a 800 this week, it would be interesting to see what Jerry does. He probably did not expect Intel to launch anything before the year is out just like the rest of the world but nonetheless he would have a lernt a nice PR lesson - Next time he may be more cautious about his statements. <Given Intel's small price cut on 733 and 700 parts yesterday, I would expect Intel to charge a substantial higher price for 750 and 800 in order not to collapse its existing price on 733 and below.> Yup. If Intel's weekend price cuts were any indication, there should not be any new products being released at this time. They did not move down the ASPs to make place for a new speed. On the otherhand, why drop your pants if you can't ship the product anyway? If they do release, I will be paying a lot of attention to the ASPs and volume availability indications. Regarding ASP collapsing: - Christmas builds are almost over. I am not sure there will be much volume shipping between now and end of the year to OEMS to make much of a difference. - AMD would have collapsed the ASPs anyway with 800 intro that was scheduled for early January. Also given that Intel has not produced too many CuMines to date they may not have much to lose (other than old Katmai PIIIs whose speed grades are increasingly irrelevant anyway). <Does it make sense to you if AMD intro at the same time next week a 800 part matching Intel's counter part and 850 at a much higher price to maintain AMD's current price structure.> For bragging rights "yes", for practical reasons "no". Remember 800s were already scheduled to launch in early January. The 850 intro is a more interesting question - a long while back Athlon pros were rumored to have debuted at 800+/-66MHz speedgrades but that speculation has all but died down. Based on the more recent developments I am expecting Athlon pros to debut in March with 800s being the entry level speeds but this is pure speculation. <If Intel is about to do vaporware, why not AMD? As long as current price not to be damaged!!> - I don't think AMD needs to do vapor - they have the product with the right speed distribution. - I don't see pricing being damaged with 800s right now. Christmas is over (see above) <Can it be done without p***ing off OEMs?> That's what I am thinking. The speed ramp is not good from OEM perspective - too many short lived SKUs and too many price changes. This hurts the unprepared non-direct guys the most. But setting that aside, from Intel perspective DELL may be pissed at not shipping the top speed grade when they told the world a few months back they expect to be shipping the highest performance part with Intel products. (evaluating Athlon but we don't see the reason to switch was the line). Gateway and other OEMs are probably pissed for this and other reasons. We live in interesting times. Chuck