Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: kash johal who wrote (86530)	1/11/2000 12:29:00 PM
From: Charles R	Respond to of 1572915

Kash, <If you also check out CPQ's site: Athlon 600 is lowest speed AThlons for the $1200 range as well. And lots of systems all the way to 800Mhz. Seems like 600 is "low end" for Athlon speed grades now.> Yup! I have also been keeping an eye on the MicroExpress web site that Goutama linked us on a while back and check out what they have now. (this to check if there was any channel stuffing at the end of the year). microx-press.com This is very consistent with what we saw about a week back. The distribution looks good. That should put quite a bit of pressure on the remaining Katmai PIIIs that Intel has in the pipe - squeezed between budget K6-2 533 and entry-level high-performance Athlon-600. That should significantly alleviate any price pressure for Q1 and probably Q2 (until CuMine ramps). Chuck P.S.: The Athlon 600s probably will put a lot of strain on Dell because of their dependence of Katmai/CuMine

To: kash johal who wrote (86530)	1/11/2000 3:02:00 PM
From: Cirruslvr	Read Replies (1) \| Respond to of 1572915

Kash - RE: "Seems like 600 is "low end" for Athlon speed grades now." I checked out Pricewatch after you made that statement so see what prices were because you can get a good indication of what the bottom is by looking at the prices and WOW, AMD has MASSIVE price drops coming. A company - United Distribution is listing prices it will sell Athlons for on 1/24, when Athlon price drops take effect. Here are current lowest prices, United Distribution's price (in effect 1/24), and the % diff: 750 $824 $649 21% 700 $613 $499 18.6% 650 $438 $299 31.7% 600 $325 $249 23% 550 $232 $199 14% Keep in mind that the old prices are already slowly going down so the actual % price drop from previous prices is even LARGER than this. .18 must be doing very well if AMD thinks they can drop prices THIS much. I'm curious what AMD will say during the CC about Athlon ASP for this Q. Don't forget higher MHz Athlons are also coming out this Q.