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

To: Petz who wrote (86563)	1/11/2000 4:06:00 PM
From: Bill Jackson	Respond to of 1572645

Petz, They are certainly taking the bull by the horns. the small window of opportunity needs to be filled with clients using Athlons, finding out they work well and are 100% reliable and compatible as well as lower in cost. Once they get entrenched their clients(who were previously Intel inside stalwarts) will learn to like those Athlons and will keep buying them, for their oen sake as well as a 'just in case' supplier. I also feel there will be a sea of new mobos with VIA-133 soon and that will fuel a rampage of Athlons in stores all over the world, and if Intel is still tight on parts, they can but watch. Bill

To: Petz who wrote (86563)	1/12/2000 1:20:00 AM
From: Goutam	Read Replies (1) \| Respond to of 1572645

Petz, <Athlon price drops> HUGE! Based on this, I think AMD must be planning on selling 3M Athlons in Q1, rather than 2M. I don't understand the huge gap between 650 and 700 MHz ($299 to $499), but then again, these single vendor prices are like futures prices and are subject to change. It seems the Athlon prices shown in my table www4.techstocks.com are for real. Another dealer "Lynn Computer products" started listing Athlons at similar prices with ETA late Jan. Even the Athlon 800 is currently listed at a lower price ($799 compared to $899)! These price cuts are huge. I think, as Chuck pointed out, AMD is preparing for 3M units if not more for this quarter and preparing to capture more market share. I believe AMD is also sensing low volumes of Coppermines at higher speeds which may last a couple more months. ASPS may increase if we see lower volumes of 600MHz and below. I also see these price cuts as the first step in AMD taking control over setting the high end CPU prices. Thanks for putting this table together every week. You're welcome. Goutama

To: Petz who wrote (86563)	1/12/2000 10:33:00 AM
From: Scot	Read Replies (2) \| Respond to of 1572645

Petz, <Athlon price drops> HUGE! Based on this, I think AMD must be planning on selling 3M Athlons in Q1, rather than 2M. I don't understand the huge gap between 650 and 700 MHz ($299 to $499), but then again, these single vendor prices are like futures prices and are subject to change. One comment...perhaps the pricing on the lower-bin Athlons is to gap the absence of comparably-bined k6-2+s. Until AMD releases the new core, the k6-2+ must continue to play its role in the segmentation strategy. But the 'sweet spot' (credits to GTW) is probably 500-650mhz this Q. The k6-2+ will initially bin at 533...right? This way AMD can maintain a "priced-based" segmentation strategy until the new branded Athlon core is released......is this Spitfire or Thunderbird....I can't remember which... -Scot