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

To: kash johal who wrote (92656)	2/11/2000 6:42:00 PM
From: Steve Fancy	Respond to of 1573841

Thanks Kash, appreciate the response. regards, sf

To: kash johal who wrote (92656)	2/11/2000 6:44:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1573841

Kash, <Athlon prices will crash in Q2.> I have quite a different view. I expect lot more pricing pressure at the low-end and very little at the high-end (since Intel is not likely to have anything to match AMD there). <At that time AMD will introduce an AThlon with integrated L2 cache.> Yes, AMD will probably shave $10-$20 in costs - at least. This is in addition to the cost savings from going to 0.18. At 50% GM that means they can support ASPs that are at least $30-$50 lower than current ASPs. Should be nice to have that flexibility. <By that time the current 700-800Mhz Athlons will be dumped in the $200 price range.> This is precisely why I do not see much price pressure on Athlons. Low-end on the other hand could see much more aggressive attacks from Celeron (Intel should have more capacity) and VIA (apparently VIA wants 10% market share for the year - good luck to them). Chuck