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

To: Gopher Broke who wrote (90951)	2/1/2000 5:46:00 PM
From: steve harris	Read Replies (1) \| Respond to of 1572777

Gopher Broke, re:"<<AMD has been stockpiling 1000mhz Athlons, so they should announce NOW!>> I am not convinced of that." I have no doubt *ntel will announce the first 1000mhz cpu. Vapor or not. Volume or samples. But AMD will be making money this year and that is better long term than any PR contest in which the media is beginning to see thru. Seen Kumar's comments lately? He's changing his story. steve

To: Gopher Broke who wrote (90951)	2/1/2000 11:52:00 PM
From: Charles R	Respond to of 1572777

Gopher Broke, <Steve, <<AMD has been stockpiling 1000mhz Athlons, so they should announce NOW!>> I am not convinced of that. It might be comforting to see AMD clearly ahead in the MHz race but I think that pushing up the speed too quickly would be destructive for the CPU market as a whole.> I share this assessment. The stockpiling argument does not hold water if one looks at the ready availability of Athlons at the higher speed grades (also indicates that AMD marketing has much work to do). <The bulk of AMD's revenue is still coming from the 500MHz range.> For Q1, my guess is bulk of revenues will come from the 600MHz Athlon. <Athlon is doing a great job of keeping Intel's pricing honest (no more celeron dumping) so that AMD can really milk the K6-2 cash cow while it still lives.> Good observation. I think in Q1 the low-end pricing may have more to do with Intel not migrating out of Katmai's fast enough but nonetheless the basic dynamic is the same. I am looking forward to Spitfire to change the cash-cow K6 status. Chuck