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

To: Goutam who wrote (88928)	1/22/2000 10:25:00 AM
From: Bill Jackson	Respond to of 1571808

Goutama, Looks like a natural upwards path for both processors. As new speeds develop with the Athlon and the K6-2 then the lower speeds head to the chip gulag. Since the capability of the Athlon is somewhat better than the K6-2 of the same speed there will be a duality of product at the overlap point. So you may have a 500-550 AThlon and K6-2 at different prices and as the K6-2 goes to 600-650 the 500, 550 Athlons will go to the chip gulag. The next stage will be the replacement of the cartridge with a socket that has on chip full speed cache around mid year?? and once that happens the cartridge may go to the gulag as well....but it may stay for special applications with large cache etc?? Bill

To: Goutam who wrote (88928)	1/22/2000 11:22:00 AM
From: Dan3	Read Replies (1) \| Respond to of 1571808

Re: I think, AMD is aggressively shifting the market sweet spot to 650MHz! IMHO... You're absolutely right! How much Pentium III product will be at or below that 650MHZ line for the next 3 months? This is what Intel did to AMD in Q1 last year. AMD has said: 1. All Athlons are at .18 2. All .18 Athlons will run at 800MHZ or more. 3. AMD expects ASPs of $100 4. AMD can make lots of money with ASPs of $100 (they made money this quarter with production from one FAB paying for costs of two FABs and ASPs in the $80s) Regards, Dan

To: Goutam who wrote (88928)	1/22/2000 11:41:00 AM
From: milo_morai	Respond to of 1571808

Goutama, Here's my take 1. Jerry Said the 500Mhz Athlon product line is dead. 2. 650Mhz and below used to be all 250nM and I'm sure they are 99% sold now. 3. I heard somewhere that all 180nM chips could make 800Mhz or higher with the .1V increase 4. 180nM chips are cheaper to make then 250nM 5. K6-2+ should hit 600 to 650Mhz and if so I then the 550Mhz and 600Mhz Athlon's will be phased out too. 6. 850Mhz Athlons are sampling now, and maybe released sooner than we think. Thats my take. Milo

To: Goutam who wrote (88928)	1/22/2000 10:36:00 PM
From: Charles R	Respond to of 1571808

Goutama, <The difference between 500MHz and 650MHZ cpus is just $88 !!! > Good observation! Makes sense if you look at what Jerry said. Nothing below 600MHz. (though I think that the actual number is close to 700 than 600). <I bet, pretty soon all the OEMS will drop 500-600 models from their Athlon line up and go straight to 650MHz.> I think OEMs offering in 50MHz increments are ill prepared for the ramp up in speed grades. Look at Compaq's site and look at Gateway site and you will see what I mean. Compaq and a whole bunch of OEMs appear to be behind the power curve to me. I think that there is a good chance that several OEMs will take Gateway's lead and offer SKUs in 100MHz increments. The 50MHz increments may be used for special SKUs like Sam's Club, Costco to get some differentiation. My thinking is that after 900MHz, AMD and Intel will be offering products in 66 or 100MHz increments.

To: Goutam who wrote (88928)	1/24/2000 1:50:00 AM
From: Petz	Respond to of 1571808

Goutama, re: 500 550 600 650 700 $173 => +$16 => $189 => +$27 => $216 => +$45 => $261 => +$205 => $466 Here's why AMD is effectively eliminating 500, 550, 600 MHz Athlons: Intel's CuMine ramp is very slow, as PB says, linearly ramping from 10% of output in 11/99 to 12/99 to 90% of output by end of '00. All Athlon's will be positioned against CuMine CPU's. Intel will have so many unsellable 500-600 MHz Katmai (regular PIII) CPU's that they will have to cut prices in this segment to the bone. And actually, the 500-600 MHz Katmai's are the most expensive CPU for Intel to make! Voila! Intel HAS to keep CuMine prices high because the margins on their PIII 500-600's are only 50% or so. Petz