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

To: kash johal who wrote (97076)	3/6/2000 12:09:00 PM
From: Scot	Read Replies (1) \| Respond to of 1572295

Kash and Thread: I don't know if this was posted re: the allocation: amdzone.com AMD held a very brief conference call this morning. I actually got to pretend like I was an important person and listen in. Compaq and Gateway have dibs on all March shipments of 1 Ghz processors. Everyone elso can get them in April. Also, here's the new pricing: 1000 Mhz:$1299 950 Mhz:$999 900 Mhz:$899

To: kash johal who wrote (97076)	3/6/2000 1:09:00 PM
From: SteveC	Read Replies (1) \| Respond to of 1572295

"Looks like they can kick the lowe end to 800Mhz and kill off Intel margins next quarter." Correct me if I'm wrong, but isn't this the same thing that Intel did to AMD 2 years ago when the K6 was released. Intel continue to ramp up the PIII when it was introduced, while AMD couldn't execute and match Intel on the high end. Consequently, the K6 was marginalized by the low end Celeron. Who is going to want to buy a 600-700 PIII when an 850-900 Athlon costs the same, particularly when Gateway and others are making the price comparison so obvious by selling like computers with only the chip different? Meanwhile consumers focusing primarily on performance will be buying 1GHz+ Athlons. For as well as AMD has done this quarter, it's going to be nothing compared to next quarter.