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

To: Goutam who wrote (83600)	12/20/1999 1:07:00 AM
From: tejek	Respond to of 1572190

RE <<It will be interesting to watch how this situation is going to unfold. I think Intel is taking a chance here expecting that they could crank up the volume by mid Jan'00.>>> Goutama, I am not sure that intc is taking such a big chance....remember demand will fall dramatically after this week. In fact I think they staged this so they could have the speed crown without the responsibility (of shipping in volume). ted

To: Goutam who wrote (83600)	12/20/1999 1:08:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1572190

<AMD would be in a great positions if they can get K6-2+s out in 500, 550 and 575 speed grades by early Jan'00 - so they can really take advantage of this situation by eliminating Athlon 5xxs and dropping prices on Athlon 6xx+ by about $100 (Athlon 600 lowest price on Price Watch is at $380)> I am expecting Spitfires volumes beginning Q2 - not expecting K6s to ramp that much. Regardless, I share your interest in seeing the lower speed grade Athlons disappear quickly - AMD does not have the capacity to be spread thin on speed grades.