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

To: Goutam who wrote (94181)	2/18/2000 11:12:00 PM
From: Joe NYC	Respond to of 1578007

Goutama, It's interesting that Celeron 533 is $162, while Athlon 550 is $186 and Athlon 600 will be $189. Joe

To: Goutam who wrote (94181)	2/18/2000 11:15:00 PM
From: milo_morai	Respond to of 1578007

CNNFN 2/18/00 - 1:45:48 PM ..... folks, is that that's fairly stable for the past 20 minutes or so. The dow's losses, let me tell you what the nasdaq's doing or since the market's down, we don't know by how much because they're having trouble computing the index at the nasdaq. Let's go back to the phones the david from new york, you're up with jim. Go right ahead. >> Yes, my question is about advanced micro devices Your view on their short and long term and i also read about that they need help in the development of a new office 2000 and i didn't know if you thought that would help or hurt that stock. >> Well, amd is a stock that has begun to deliver. They were always the person that promised and thefer never delivered, they does seem to have newer chips that were high speed chips. I think this is a vast market and i think that both intel, which i like better is going to do spectacularly well. The one problem i think -- intel is matching them on speed, going to match them on price and is a very strong competitor, but having said that, do believe that amd is going do well and it's certainly not a bad bet. Bill: All right. Let's take a call from canada. Go up north to alberta where we have don calling in. >> Hi. I paid $49 for sears roebuck earlier this year and i lost a lot of money. What should i do now? Should i dump it or should i hang on? >> Well, you know, if you have tax considerations, you can't let this stock go long term. ..... tveyes.com

To: Goutam who wrote (94181)	2/18/2000 11:48:00 PM
From: niceguy767	Respond to of 1578007

Goutama: Thanks for all the detail work. If you're ever up this way (Toronto), let me know and I'd be happy to repay your efforts with a bite at the restaurant of your choice! Re: "With the new prices (effective 2/28), based on the above observation, I expect the DIY sweet spot shift to 700MHz and 750MHz. Comment: Given Intel's PWeeIII production problems at 700MHz and better, it is in AMD's interests to raise the sweet spot bar to this level ASAP in effort to gain major market share. That is apparently the intention behind these latest price increases and, once again, this strategy should result in shipments of 2 million Athys in Q1 and record profits...That AMD can implement this price cutting strategy so quickly indicates that bin splits must be outstanding as they can anticipate a sales bubble at this level after the price cuts, and recent outstanding quality of management decision making implies that AMD management must be confident that production can meet this anticipated bubble in demand! It's exciting times in AMD's history!

To: Goutam who wrote (94181)	2/19/2000 10:38:00 AM
From: Dan3	Read Replies (2) \| Respond to of 1578007

Re: I'd like to hear comments from all regarding the pros and cons related to the impending AMD price cuts, and especially on what AMD is trying to accomplish with these price cuts Well, first of all, you've once again done a better job graphically presenting data using only ascii text than most people can do with Powerpoint. Thanks for the DD! Assuming that real prices charged to OEMs and distributors reflect these prices, I think you are right that 500-600 are end-of-life and they'd rather sell a 700 than a 650 (your graph makes that very clear!) 650 on up looks like a log scale! IMHO this pricing reflects marketing goals, not production constraints - the gap that once appeared beyond 650 is gone. Could this indicate that AMD is settling in for the long haul, and expects Intel to finally be able to fabricate the CPUs they sell in volume? Previously, the market was in an artificial shortage situation above 650, now the pricing seems to indicate a normal market through the whole range. Possibly, previous pricing reflected a couple of things; AMD is a (relatively) small, (relatively) undercapitalized company, that was unable to supply its customers with promised K6-3 parts a year ago, so that one of AMD's biggest risks has been, paradoxically, too much demand. Any appearance of inability to produce would have been disastrous to AMD. With Intel hyping speeds they were unable to produce at the volume demanded, a sudden large shift to AMD would have been both temporary and disastrous. Given the conservatism of most corporate IS procurement staffs, real near term demand for AMD high end parts is limited, so AMD shouldn't, and hasn't, put into place capacity to satisfy such demand. Had the temporary vacuum at the high end due to Intel's problems been permitted to divert a brief burst of demand at AMDs high end (by maintaining pricing that didn't take into account Intel's problems), AMD could have found itself looking unreliable. Since AMD has enjoyed plenty of success with the Athlon in the 500 - 600MHZ range, where PIII has been, if anything, in oversupply, progress should continue, or even accelerate, now that rationality has returned to high end pricing. Or maybe this is just where the darts landed this month :-) Regards, Dan

To: Goutam who wrote (94181)	2/19/2000 11:40:00 AM
From: Charles R	Read Replies (2) \| Respond to of 1578007

Goutama, <I'd like to hear comments from all regarding the pros and cons related to the impending AMD price cuts, and especially on what AMD is trying to accomplish with these price cuts. Also, what can you derive from these price cuts related to AMD binsplits/supply, ASP, AMD tactics, any indication of releases of new products (Athlon 900MHz, Spitfirem, K6-2+), etc. > Thanks for the continuing good work on the pricing scene. I think the price moves clearly indicate 550 being phased out. 500 in Jan, 550 in Feb and 600 in March seems to be the story. 550 K6 should fill the low-end segment. Athlon sweetspot seems to be moving to 650/700 very rapidly (the day Gateway makes 700MHz system the baseline we know the move has occurred). Drop at the high-end (850) could mean couple of things: 900 is imminent and/or Intel's 850/866 is really in March (neither of these things would be a surprise). Sounds good to me. Chuck

To: Goutam who wrote (94181)	2/19/2000 5:20:00 PM
From: Cirruslvr	Read Replies (1) \| Respond to of 1578007

Goutama - RE: "I'd like to hear comments from all regarding the pros and cons related to the impending AMD price cuts, and especially on what AMD is trying to accomplish with these price cuts. Also, what can you derive from these price cuts related to AMD binsplits/supply, ASP, AMD tactics, any indication of releases of new products (Athlon 900MHz, Spitfirem, K6-2+), etc. TIA" Like always, thanks for the info. Your posts more than offset the BS certain people occasionally post here (although it HAS gone down a lot lately). It seems we should get used to these rather large price cuts that come after a higher MHz Athlon release. My guess is AMD can only do this because they think the increased volume of higher Mhz processors (750, 800) offsets the price cuts which raise demand of these higher MHz processors. Therefore, ASPs probably aren't affected much. Actually, looking at the upcoming and last price drop, it seems AMD prices aren't really moving, just the MHz associated with the price. I think this is what the Old Intel (pre-1999) did. This may be proof of good/improving binsplits, but I'm not sure. Maybe someone else can speculate on this. Also, these price cuts further show AMD isn't following Intel in pricing. AMD has its own objectives and it seems Intel isn't a factor. But this is probably because Intel prices are so high right now. When Intel drops prices significantly, which was supposed to happen LAST month but still hasn't occurred, AMD may react. That is when watching prices of processors will get interesting. I hope AMD's current plan has room for increased price competition. When 900 Mhz comes out, probably next month, we may again see these large price drops. As far as the K6-2, why in the world is there a 550MHz K6-2? I thought 550MHz was where K6-2+ would take over. Either binsplits were very good with the K6-2 or the K6-2+ is having cache problem.