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

To: Charles R who wrote (83989)	12/22/1999 2:55:00 PM
From: Goutam	Read Replies (1) \| Respond to of 1572946

Chuck, -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) I agree with this 100% except for K6 portion. If mobo supply can catch up with 100% K7 scenario then it would be better if they drop K6x entirely (except the mobile ones). If not, it is better to keep utilizing the excess Fab25 capacity. Mind you that all CPU wafer starts will be in 180nm by the end of current quarter. This gives 3X additional FAB25 capacity in Q1'00 for K7s (close to 3M K7s!) assuming the same rate of Q1'00 K6Xs as in this quarter. I doubt if mobo volume can exceed 3M units in Q1'00. Regards, Goutama