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To: Goutam who wrote (90991)2/1/2000 11:29:00 PM
From: Goutam  Read Replies (2) | Respond to of 1574953
 
 Jan  31, 00

AMD Athlon MOBO (NO CPU ATHLON) Lowest Prices, #Listings - PriceWatch

Comments:
[ Jan 24, 00 - Jan 31, 00]

o Motherboard listings have gone up by 8% - mostly due to ASUS.

o Asus listings are up by about a whopping 36% this week.
The lowest price of these boards remained almost unchanged.
There must be a pretty good demand for their boards allowing
them to maintain stable prices even at increased supply.

o I expected some new motherboards release this month, but to my
disappointment, there were none. I think it was because of the
late relase of VIA's KX133 chipset. By the by, KX133 technical
documents in PDF format are up on their web site.

Table 2 - AMD Athlon MOBO (NO CPU ATHLON) Lowest Prices, #Listings - PriceWatch

FIC ASUS MSI GIGA BCM BIO EPOX
--------- -------- -------- -------- -------- -------- -------- --------

11-07-99 $138,#39 $175,#7 $154,#16 $161,#8 $169,#6 $169,#5
11-14-99 $133,#41 $165,#16 $153,#17 $153,#10 $139,#8 $161,#5
11-22-99 $133,#43 $159,#24 $150,#17 $152,#11 $127,#9 $156,#5
11-29-99 $130,#46 $158,#30 $148,#17 $143,#14 $127,#9 $155,#5
12-06-99 $120,#44 $155,#36 $142,#17 $141,#15 $136,#9 $156,#7
12-13-99 $112,#47 $150,#43 $137,#20 $139,#15 $136,#9 $150,#6
12-20-99 $109,#46 $148,#46 $134,#23 $138,#15 $136,#13 $134,#10
12-27-99 $108,#48 $148,#47 $134,#23 $138,#15 $136,#10 $134,#13
01-03-00 $99,#49 $147,#52 $134,#23 $130,#16 $136,#11 $134,#11
01-10-00 $108,#47 $146,#48 $132,#23 $123,#20 $125,#11 $128,#12
01-17-00 $108,#46 $143,#52 $134,#24 $128,#19 $125,#10 $121,#15
01-24-00 $103,#47 $142,#54 $133,#24 $121,#21 $125,#11 $121,#15
01-31-00 $101,#48 $141,#70 $129,#23 $116,#23 $129,#8 $110,#14 ETA Feb,00

Athlon MOBO (NO CPU ATHLON )- Pricewatch
($xxx - lowest price, ***** = #xx = No. of Listings)

|***********************************(#70, $141, Jan 31,00)
|***************************(#54, $142, Jan 24,00)
|**************************(#52, $143, Jan 17,00)
|************************(#48, $146, Jan 10,00)
|**************************(#52, $147, Jan 03,00)
|************************(#47, $148, Dec 27,99)
|***********************(#46, $148, Dec 20,99)
|**********************(#43, $150, Dec 13,99)
|******************(#36, $155, Dec 06,99)
|***************(#30, $158, Nov 29,99)
|************(#24, $159, Nov 22,99)
|********(#16, $165, Nov 14,99)
ASUS|****(#7, $175, Nov 07,99)
|
|************************(#48, $101, Jan 31,00)
|************************(#47, $103, Jan 24,00)
|***********************(#46, $108, Jan 17,00)
|************************(#48, $108, Jan 10,00)
|*************************(#49, $99, Jan 03,00)
|************************(#48, $108, Dec 27,99)
|***********************(#46, $109, Dec 20,99)
|************************(#47, $112, Dec 13,99)
|**********************(#44, $120, Dec 06,99)
|***********************(#46, $130, Nov 29,99)
|**********************(#43, $133, Nov 22,99)
|*********************(#41, $133, Nov 14,99)
FIC |********************(#39, $138, Nov 07,99)
|
|************(#23, $129, Jan 31,00)
|************(#24, $133, Jan 24,00)
|************(#24, $134, Jan 17,00)
|************(#23, $132, Jan 10,00)
|************(#23, $134, Jan 03,00)
|************(#23, $134, Dec 20,99)
|**********(#20, $137, Dec 13,99)
|*********(#17, $142, Dec 06,99)
|*********(#17, $148, Nov 29,99)
|*********(#17, $150, Nov 22, 99)
|*********(#17, $153, Nov 14,99)
MSI |********(#16, $154, Nov 07,99)
|
|***********(#23, $116, Jan 31,00)
|**********(#21, $121, Jan 24,00)
|*********(#19, $128, Jan 17,00)
|**********(#20, $123, Jan 10,00)
|********(#16, $130, Jan 03,00)
|********(#15, $138, Dec 27,99)
|********(#15, $138, Dec 20,99)
|********(#15, $139, Dec 13,99)
|********(#15, $141, Dec 06,99)
|*******(#14, $143, Nov 29,99)
|******(#11, $152, Nov 22,99)
|*****(#10, $153, Nov 14,99)
GIGA|****(#8, $161, Nov 07,99)
|
|****(#8, $129, Jan 31,99)
|******(#11, $125, Jan 24,99)
|*****(#10, $125, Jan 17,99)
|******(#11, $125, Jan 10,99)
|******(#11, $136, Jan 03,99)
|*****(#10, $136, Dec 27,99)
|*******(#13, $136, Dec 20,99)
|*****(#9, $136, Dec 13,99)
|*****(#9, $136, Dec 06,99)
|*****(#9, $127, Nov 29,99)
|*****(#9, $127, Nov 22,99)
|****(#8, $139, Nov 14,99)
BCM |***(#6, $169, Nov 07,99)
|
|********(#14, $110, Jan 31,00)
|********(#15, $121, Jan 24,00)
|********(#15, $121, Jan 17,00)
|******(#12, $128, Jan 10,00)
|******(#11, $134, Jan 03,00)
|*******(#13, $134, Dec 27,99)
|*****(#10, $134, Dec 20,99)
|***(#6, $150, Dec 13,99)
|****(#7, $156, Dec 06,99)
|***(#5, $155, Nov 29,99)
|***(#5, $156, Nov 22,99)
|***(#5, $161, Nov 14, 99)
BIO |***(#5, $169, Nov 07,99) 2:1
|
EPOX|*(#1, ETA mid Feb,00)
|
|===============================================(#187, +8%, 7 mobo mfgrs, Jan 31,00)
|===========================================(#173, +4%, 7 mobo mfgrs, Jan 24,00)
|==========================================(#167, +2%, 7 mobo mfgrs, Jan 17,00)
|=========================================(#163, 0%, 7 mobo mfgrs, Jan 10,00)
|=========================================(#163, +4%, 7 mobo mfgrs, Jan 03,00)
|=======================================(#157, +2%, 7 mobo mfgrs, Dec 27,99)
|=======================================(#154, +11%, 7 mobo mfgrs, Dec 20,99)
|===================================(#141, +9%, 7 mobo mfgrs, Dec 13,99)
|================================(#129, +6%, 7 mobo mfgrs, Dec 06,99)
|===============================(#122 +12%, 7 mobo mfgrs, Nov 29,99)
|===========================(#109 +12%, 6 mobo mfgrs, Nov 22,99)
|========================(#97 +20%, 6 mobo mfgrs, Nov 14,99)
Tot |====================(#81, 6 mobo mfgrs, Nov 07,99) 4:1
|-------------------------------------------------------------




To: Goutam who wrote (90991)2/2/2000 12:25:00 AM
From: Charles R  Respond to of 1574953
 
Goutama,

<2] PIII prices have gone up, except for 667s & 650s.>

Clearly this is artificial. CPU prices don't go up. Looks like the PIII black market situation has gotten worse since you last posted. Unless the underlying demand is real (i.e., no rampant double bookings) we may be headed for a rocky Q2.

Good report as usual.

Chuck



To: Goutam who wrote (90991)2/2/2000 4:55:00 AM
From: Joe NYC  Read Replies (1) | Respond to of 1574953
 
Goutama,

It looks like all of the chips are declining in prices, except Pentium 500 which is jumping all over the place.

Maybe you should something other than the lowest price, since a lot of the online dealers use the PCU as a loss leader (it seems).

Maybe what would make sense would be to let;s say throw out the lowest 10% and use the lowest price of the remaining chips.

Joe

PS: Easy for me to say, right? Asking someone to do more work and offering nothing in return. Sorry about that.



To: Goutam who wrote (90991)2/2/2000 9:53:00 AM
From: xun  Read Replies (1) | Respond to of 1574953
 
Goutama,

Great table of info. Very appreciate your effort.

I think it's fairly obvious that 600/650 is the sweet spot in this Q and 700 will be the sweet spot in the next Q. Then factor in the K6-2 550/600 in a few weeks. AMD does have a wonderful portfolio of CPU products with sufficient capabilities. Man, this turn-around is much better than my expectation.

As a site for the AMD info you, a great idea. I like AMDROID. I think it will be referenced often once it's up:)

Regards,

panic_mob