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

To: Scumbria who wrote (94264)	2/19/2000 1:36:00 PM
From: Charles R	Read Replies (2) \| Respond to of 1576616

Scubria, <I have heard that next year Athlon 750 will sell for $35.> Couldn't tell if you were sarcastic - I think there is a good chance that 600-700MHz CPUs will sell in the sub - $50 price range in Q4 2000. If AMD wants to play this smart they shouldn't have any product in that MHz range by the end of the year and should let Intel and VIA duke it out. Chuck

To: Scumbria who wrote (94264)	2/20/2000 1:42:00 AM
From: Joe NYC	Read Replies (2) \| Respond to of 1576616

Scumbria, I have heard that next year Athlon 750 will sell for $35. I wouldn't be surprised if that's what MSFT offered AMD for the CPUs for the X-Box. The question is: could AMD sell Spitfire manufactured on .18u process for $35 and still make money? Maybe at $50 they could, but $35 seems tough. Can anybody come up with a model to estimate this? Assume that AMD maintains the current business, and MSFT offers $35 for 5 million of the lowest end (at that time) Spitfires per year, which would be in addition to current business, not substitution. Joe