Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Monica Detwiler who wrote (95886)	2/29/2000 4:30:00 PM
From: Joe NYC	Respond to of 1576348

Monica, Market wants cheap* 500 to 700s* The key word is cheap. The frequency range keeps changing. Right now, you can get either ~500 MHz CPUs cheaply (Celeron, K6), but there are no cheap CPUs in the 500 - 700 range. The low end Athlons are fairly cheap ( < $200 ), but AMD seems to be limiting the quantities of anything under 650 MHz. 650 is still fairly cheap (around $200), about the same price as PIII 500E. Joe

To: Monica Detwiler who wrote (95886)	2/29/2000 5:33:00 PM
From: tejek	Read Replies (1) \| Respond to of 1576348

Doesn't this offset AMD's advantages over Intel? Reportedly, Intel is delivering Pentium IIIs quite well at speeds below 750 MHz. Monica, Previously, Intel was not able to keep up with demand at this level, causing GTW to resume a relationship with AMD. What has changed? What effect will this limited demand have on the Athlon CPUs coming from Dresden? Aren't they all supposed be faster than 1 GigaHertz? RE Dresden, I haven't heard that. As for product demand, the sweet spot right now is 500-700 due to pricing...if AMD sells 700's to 900's at the same price as the 500's to 700's, product demand should rise to the occasion. ted

To: Monica Detwiler who wrote (95886)	3/6/2000 8:20:00 PM
From: TGPTNDR	Respond to of 1576348

Monica RE: <TGPTNDR - You wrote Limited OEM interest in 750+ M Hz processors -- Market wants cheap 500 to 700s.. Doesn't this offset AMD's advantages over Intel? Reportedly, Intel is delivering Pentium IIIs quite well at speeds below 750 MHz. What effect will this limited demand have on the Athlon CPUs coming from Dresden? Aren't they all supposed be faster than 1 GigaHertz?> I didn't write 'Limited OEM ...' ML did. I posted the analysis without commentary. I considered it contemptable in terms of serious analysis. There are holes all through the pubilcation. Shoddy work. What I expect from ML. I would hope that all the production from Dresden is FASTER, not in Hz., but in processing power, than the stuff out of FAB25. tgptndr