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

To: steve harris who wrote (89088)	1/23/2000 10:56:00 PM
From: Joe NYC	Read Replies (1) \| Respond to of 1572938

Steve, You've seen the prices on AMD processors, I think a 700 was $200 But you are assuming that Intel will not cut prices, which is what my original question was. In the past, the strategy at Intel was to wage a price war to kill AMD. And in the past, Intel had good weapons. Maybe now they realize that they can't kill AMD after all, and waging a price war hurts Intel more than AMD. Let's assume Intel does not cut prices on Pentiums this January, as they nrmally do. What can AMD do? How can AMD take advantage of the situation? Intel sold probably 10 million PIII last quarter, while AMD built about 1 million Athlons. To take advantage ov this situation, AMD would have to double, tripple, quatruple the production, and you can'd do it overnight. Anyway, if Intel decides to cut prices, AMD will still sell all the Athlon they can make at the current prices, so no net gain for Intel, and no net loss for AMD. If the overall demand is strong enough, Intel can probably afford to wait and prepare for next battle they can actually win. Before you celebrate, recall the last time it looked like Intel was in trouble: Intel responded very quickly with Celeron A, killed everyone except AMD (but caused huge losses at AMD). I would like to find out what Intel has up it's sleave before I invest in AMD. Any ideas? When is the son of Solano supposed to come out? How about Cascades (I thought that was supposed to be out last fall)? How about Willamette (sp?) How about FUD Intel will try to create when Celeron acquires SSE? On the other hand, does anyone have a roadmap of the new processors from AMD with integrated L2? Joe

To: steve harris who wrote (89088)	1/23/2000 10:59:00 PM
From: Joe NYC	Respond to of 1572938

Here is an older Register article on Intel price cuts scheduled for January 23rd (strange, it's Sunday): theregister.co.uk Posted 05/12/99 10:41am by Mike Magee Intel starts to shuffle chip prices, specs Chip giant Intel will use next weekend to make some minor price reductions on its Pentium III family but will start to use its price fork extensively in January, as revealed here earlier. While Intel will make some small reductions on Pentium IIIs across the range on the 12th of December next, the biggest cuts will come 23rd of January next. Our understanding is that Intel will also make a spate of announcements early in January, on the 10th. It will use that latter date to confirm its offensive against AMD's introduction of the 750MHz Athlon, but will also take the opportunity to start waving goodbye to members of its .25 micron Pentium III family. On the 23rd of January, Intel will slash the price of its flip chip, socket 370 Pentium III-600, which supports the 133MHz bus and has 256K cache in the chip, to $310/1000 or so. It will use that opportunity to semi-retire the .25 micron version of the Pentium III-500 by cutting its price to around $190/1000. Intel needs to rationalise its desktop lines -- even its customers, big PC vendors -- are getting confused. And it will trumpet to the world its Pentium III-750 MHz part, which is likely to be around $740/1000. However, sources differ as to whether the 750MHz part will support the 133MHz front side bus -- documents we have seen seem to suggest that the two flavours of 750MHz Pentium IIIs only have 100MHz bus support. The next bout of price cutting from Intel will be on the 27th of February and apply to both Celerons and Pentium IIIs. If some of these dates don't produce the results we expect, that is because Intel warns its customers, never mind us lowly journalists, that things can change in the twinkling of an eye. And sometimes they do. See, for example, in the story below about confirmation of price cuts for the 12th of December what it tells its distributor and dealer channel in advance. Intel is also expected to announce a 533MHz Celeron processor on the .25 micron process in early January. ® Joe