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

To: Goutam who wrote (89392)	1/25/2000 12:51:00 PM
From: milo_morai	Respond to of 1571172

Goutama, More than just a few people on this thread are using this data.. Many many Lurkers, JC's, AMDzone all post this data.. Your Awesome for taking the time to collect this data.. Don't sell yourself short. I find this VERY useful. Milo (AK75)

To: Goutam who wrote (89392)	1/25/2000 12:59:00 PM
From: Charles R	Read Replies (2) \| Respond to of 1571172

Goutama, <5] Intel reduced PIII prices, but PIIIs are still pricier than Athlons! 600MHZ and above, Athlon buyers can buy a mobo + more with the money saved over PIIIs of equivalent speed. Athlons o---> +$5s ---> PIIIs 750 $569 o----------------------- 733 +$114, 20% 700 $459 o--------------------------- 700 +$137, 30% 650 $261 o------------------------------------------- 650 +$213, 82% 600 $216 o------------------------- 600 +$123, 57% 550 $189 o--------------- 550 +$76, 40% 500 $171 o-------- 500 +$40, 29%> Excellent report! One comment: I don't think the current prices are representative of OEM prices given the rumors about PIIIs selling at 10-20% premium in grey market. If the grey market is as strong as the Nikkei article suggests we may not get a good indication of "real" prices until the grey market subsides. <6] Based on the above graph, it seems Intel is conceding market share to whatever AMD can produce at 650 and above. Intel either counting on less than 2M Athlons in Q1?00 or must be hoping for some kind of breakthrough by the end of February to dramatically increase high speed Coppermines (production/speed bin splits/yields?)> I don't think there should be much doubt about AMD gaining market share. The only question I have is "how much?" The data is extremely favorable to AMD! Chuck

To: Goutam who wrote (89392)	1/25/2000 1:53:00 PM
From: Dan3	Read Replies (2) \| Respond to of 1571172

Goutama, Thanks for again providing great research and analysis for all of us to read. Your term "collapsed the price difference" regarding 650MHZ and below is perfect. Given that about 75% of Intel's production capacity is currently at .25 and limited to 650MHZ and below, it's pretty obvious what AMD is up to. Can celeron be used as a verb? Is AMD returning Intel's favor from last spring and "celeroning" Intel? Regards, Dan

To: Goutam who wrote (89392)	1/25/2000 2:10:00 PM
From: Petz	Respond to of 1571172

Goutama, truly awesome chart! thanks. Do you want me to figure out the winners in the EPS contest for combined categories? Petz

To: Goutam who wrote (89392)	1/25/2000 2:16:00 PM
From: tejek	Respond to of 1571172

I realized that only few members of this thread are paying any attention to the data I have been posting here or to my comments placed at the bottom of these reports. So, I moved my comments to the top. Goutama, just for the record, there any number of times I have read over the data you have provided without making a comment. That's not disinterest on my part but rather no questions are prompted by the data at that time. Having said that, I do have a question. You have indicated that you think that AMD is steering buyers to their lower MHz chips. That would seem correct since prices for 650's and lower are much cheaper than the equivalent PIII. However once you get to the 700's and 750's, the price spread is much smaller. Have you concluded already that AMD is maintaining competitive prices at the higher levels due to the shortage of the equivalent PIII in that MHz range. And if so, it might be possible that AMD is lowering prices significantly for the 650's and lower because that is the only way it can get buyers to purchase an Athlon (when sufficient PIII quantities exist). In other words, even though I think the Athlon is the better chip, AMD has to discount them significantly (as opposed to slightly) vis-a-vis the PIII in order to move them. I do not see this as serious since we are not even into a year of Athlon chips and it takes time to establish brand identity, credibility and quality. Your thoughts? ted

To: Goutam who wrote (89392)	1/25/2000 2:23:00 PM
From: xun	Respond to of 1571172

Goutama, <8] All in all, I see these price cuts as positive for AMD. To me they are indicative of Athlon manufacturability, good speed bin splits, AMDs push for increased market share, push to bolster the Athlon Infrastructure (mobos, chipsets, etc), shifting the market sweet spot to higher speed grades, good supply of Athlons, taking control of dictating the high end CPU prices from its competitor, etc.> I think in the same way. It's backed by the data, contrast to some Intelebees' paranoid. Again, thanks for the nice job. Regards, panic_mob