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

To: Scot who wrote (85247)	1/5/2000 5:00:00 PM
From: Charles R	Respond to of 1572100

Scot, <This is getting interesting. Correct me if I'm wrong, but isn't this the Celeron/k6-2 range rather than cumine? I remember sometime back reading about supply constraints for celerons....this would be supported by the recent firming of prices for the lower end processors. You have to wonder if the GTW/Athlon dilemma is focused somewhat on the continued demand for lower end chips. Perhaps GTW is less willing to commit to Athlon with the k6-2 as a "sweet spot" chip. There continue to exist some consumer mis-perceptions about the k6-2 as a bargain chip. In addition, GTW had committed to the Celeron and Piii in the middle range. Intel can squeeze them in the middle along with the top. Add the shortage of MBs and it is not surprising that GTW didn't jump to add Athlon Sku's before the end of the year.> I think this has to do with all low-ASP CPUs but PIII-450 in particular. What Intel did was a savvy short-term move (could also be seen as a bad long-term move) - Sensing ASP erosion at the high-end they changed the product mix to drastically reduce shipments of low-ASP CPUs and tried to upsell the customers. Unlike business customers who are not very price-sensitive, consumers who don't find the right system from one OEM at the right cost, simply move to someone who has the product. That hurt OEMs with a lot of consumer exposure like Gateway. Chuck

To: Scot who wrote (85247)	1/5/2000 5:04:00 PM
From: Cory Gault	Read Replies (4) \| Respond to of 1572100

re: "in our consumer sweet spot in the $999 to $1299 price range" Does this scare anybody here but me? I have said before that I have a hard time reconciling highend consumer demand. Most everyone I know who has bought computers lately have done so in that range and taken advantage of those ISP rebates. With no business SKU's for Athlon and the consumer sweetspot being $999-$1299...how is this good for AMD? CG