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

To: Charles R who wrote (96779)	3/4/2000 6:04:00 PM
From: Epinephrine	Read Replies (1) \| Respond to of 1571928

RE: <I am enjoying watching the show from the sidelines.> Charles, Does this mean that you no longer have a position in AMD or Intel? Thanks, Epinephrine

To: Charles R who wrote (96779)	3/4/2000 6:16:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 1571928

Chuck, <People are going to think twice before they plunk money into the top end when they start realizing how fast the MHz story is changing.> I console myself in the notion that most of the sales are still in the 500 to 700 MHz range, and no one buying in that range would want to hold off their purchases just because of accelerated MHz and GHz launches. OK, so 700 to 800 MHz purchases are picking up speed as we speak, which is good news for AMD. But I doubt many customers in this range will want to hold off purchases, either. The problem is that the picture is changing way too quickly anyway, as you say. I think customers are fed up with waiting for "the right time to buy," so they're just going to buy the fastest they can get their hands on at the moment. Tenchusatsu

To: Charles R who wrote (96779)	3/4/2000 7:08:00 PM
From: Petz	Read Replies (1) \| Respond to of 1571928

Chuck, re:<I think these rapid moves [1 GHz] are going to do some damage to pricing curves and consumer adoption at the high end. People are going to think twice before they plunk money into the top end when they start realizing how fast the MHz story is changing.> I think the Spry Giggy should sell for $1000. But the 900 and 950 will have to push prices down on the rest of the line about one speed grade. BTW, would anybody want to buy a 950 MHz computer if the Giggy was $100 more? Petz