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

To: Mani1 who wrote (93750)	2/17/2000 2:19:00 AM
From: tejek	Read Replies (2) \| Respond to of 1573377

Pricewatch advertises a 800 MHz Athlon for only $569 available "WEEK OF 2/28". I guess another round of price cuts is coming. Does not sound like good news but I think AMD is now shipping at rate close to 2 million per quarter. Mani, speaking of which do you think there is considerable performance difference between a 550 and 650. I have to decide which chip I am going to go with......the price difference is about $80. That's not a big deal but I don't know that I need a 650 since I run very few graphics and I never play any of the internet level games. What do you think? ted

To: Mani1 who wrote (93750)	2/17/2000 7:48:00 AM
From: niceguy767	Read Replies (1) \| Respond to of 1573377

Mani: Re: "Pricewatch advertises a 800 MHz Athlon for only $569 available "WEEK OF 2/28". I guess another round of price cuts is coming.Does not sound like good news but I think AMD is now shipping at rate close to 2 million per quarter." Comment (1): Looks like AMD is trying to raise the "sweet spot" to the 700 to 800 MHz level where competition seems to be thin...If successful in this strategy, demand for "spry Athys" will explode at about the same time Dresden production comes on stream...Once again, exceedingly well planned by management! Comment (2): Should AMD ship 2 million "spry Athys" at $225 in Q1 (not what you said, but possible given GTW rumoured doubling of orders, HP's growing presence and booming ASIA market), ASP's would surpass $1.00, resulting in Q1 earnings of over $1.00 assuming a flash profit contribution equal to Q4!... I'll say it again...If 2 million "spry Athys" in Q1, then Q1 revenues will break the $1 billion barrier and Q1 eps will exceed $1.00! (I think even Paul is beginning to understand the significance of the "spry Athy" phenomenon as he seems to have backed away from our earnings related bet!)