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

To: Petz who wrote (83971)	12/22/1999 2:35:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1572945

Petz, "Hopefully they've already changed wafer starts significantly. Demand for K6x products will probably drop no less than 20% in Q1. (Look at last year)" Demand will drop by >20% as you say but what I am saying is that K6 supply should drop a lot more drastically and make way for K7s. (of course, the assumption is that AMD can enable enough Athlon motherboards to ensure that there will be infrastructure support for the increased Athlon volumes) <The Athlon 500 is certainly a dead duck -- the spec sheet for the 0.18u Athlon did not list the 500 speed grade.> If I were Jerry, I would ensure Athlon infrastructure and knock off all speed-grades upto 600 (Athlons and K6s) and start pricing 600s from say $200 or less for Business SKUs. That will do a few things: - Provide enormous incentive for OEMs to switch to Athlon (because I doubt Intel can afford to bring their 600MHz pricing to sub $200 in Q1 especially with all those Katmai PIIIs hanging around). - Provide a massive ASP improvement for AMD - Throw the current segmentation strategy into chaos (to AMD's benefit) AMD can follow this up in Q2 with similar strategy on the consumer side with Spitfires (and also move the business guys to Thunderbird). AMD will not get a better chance than this to grow market share while increasing ASPs. Chuck