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

To: Paul Engel who wrote (88464)	1/20/2000 2:11:00 AM
From: tejek	Read Replies (1) \| Respond to of 1571433

Beware. Paul, its amazing how quickly you can change the tone of a very good day.....and just when I was about to commend you on your restraint. ted

To: Paul Engel who wrote (88464)	1/20/2000 2:38:00 AM
From: Petz	Read Replies (1) \| Respond to of 1571433

Paul, re:<Basically, AMD seems to be awash in a GLUT of AthWIPERs and is trying to get some customers by BOMBING their prices.> Come on, the low end 550-650 models are not being dropped that much and the el-cheapo 500's have disappeared. That's obviously where the demand volume is right now. AMD could probably keep their ASP at $250 just by increasing the proportion of $300-$500 parts sold, which is where the big price cuts are. I suspect Intel's top speed CuMine will be at $600, rather than $800 by the end of Q1 also. Its no longer a monopoly up in high MHz-land. 300K 650MHz and higher CPU's on hand might be just what Dell needs to get started. Its really diddly-squat in a 37M CPU/quarter market. BTW, I predicted $250 ASP for Athlons Petz