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

To: Charles R who wrote (99573)	3/23/2000 4:24:00 AM
From: kapkan4u	Respond to of 1571063

Chuck, thread, LOL, theregister.co.uk "On the other hand, perhaps it is yet another cunning way Intel has found to drive formerly loyal customers into the arms of its smaller competitor, Advanced Micro Devices."

To: Charles R who wrote (99573)	3/23/2000 5:39:00 AM
From: Goutam	Read Replies (7) \| Respond to of 1571063

Charles, re: I have commented on this a few times. There are a lot of advantages for Intel to go with a single die strategy for the time being. See: Message 12875594; Your analysis in your earlier post was right on the money. To make it clearer, I included portions of your old post here again - ------------------------------------------------------------ Saracasm or not, I give Intel a lot of credit for the tacticl moves it made of late. Something is better than I personally think this is a side benefit of the segmentation scam (er, I mean scheme). I think this is how it works: Cut down Celeron production, move production to CuMine - Increases short-term ASPs - Increases CuMine units and the units at high MHz - Sell the lower MHz parts in to supply-constrained environment. Once the supply/demand comes in to balance, take the lower MHz bin-splits parts kill half the cache and sell'em as Celerons. (also recovers some parts failing from cache-related yield losses) Viola! Reduces costs, increases high-end units. Keeps them in the game at higher end a little longer. Makes lower-end more competitive against AMD and turns up the heat a notch. Within the limitation of the CuMine core, this is SMART strategy - don't you think? ------------------------------------------------------------ This is what exactly happening now. In order to meet the demand at high MHz, Intel is ending up with tons of lower MHz cumines (as many of us on this thread predicted) due to binsplit problems- far exceeding the demand. Only way to salvage this situation while maintaining the PIII prices at the low end is to sell the same parts under Celeron brand name with half the catch disabled. But I believe, release of spitfire will annihilate the pricing differences between Celeron and PIII low speed cpus that Intel is trying to maintain - that is, the segmentation of Celerons and PIIIs at low speed may come to an end pretty soon. Based on the data I have been collecting, Intel seems to be having bin splits of 5 to 10X more at lower speeds(550MHz & 600MHz) than at high end. This is what I have noticed by monitoring Microexpress and Insight online data - - Their stocks of low MHz cumines have exploded in the recent weeks. - Their stocks of Athlons have dwindled to very few parts after the Feb price cuts. This indicates to me that Athlons are presently capacity constrained. Here is the data from the two dealers for the past few days - Micro-X-PRESS ------------------- Athlons PIIIs Date 550 600 650 700 750 800 \|500 533 550 600 650 667 700 733 750 2/29 8 3 1 324 12 11 \| 0 52 133 396 0 115 0 0 0 3/01 2 11 13 168 17 11 \| 52 166 393 1 114 0 2 3/02 0 11 12 107 14 11 \| 49 228 13 3 16 0 0 0 3/03 0 11 10 98 16 11 \| 0 49 200 8 1 14 0 0 0 3/04 0 10 8 96 16 11 \| 0 49 196 8 1 14 0 0 0 3/06 5 10 7 102 15 11 \| 47 185 0 1 34 0 12 0 3/07 4 20 5 15 15 11 \| 0 74 181 0 0 32 0 7 0 3/08 5 53 5 10 7 11 \| 0 73 162 0 7->6 32 0 1 0 3/09 4 235 5 7 6 11 \| 0 73 331 122 0 9 0 0 0 3/10 5 286 5 7 5 9 \| 1 72 344->209 185 7 0 0 0 0 3/13 6 286 5 7 5 9 \| 70 305 434 7 0 0 0 0 3/14 6 237 5 5 3 9 \| 0 69 368 763 0 11 39 8 3/15 6 155 5 2 3 9 \| 69 529 874 13 53 38 3/16 4 88 5 2 3 7 \| 80 630 1097 11 13 52 0 58 3/17 5 58 4 3 6 7 \| 92 618 927 10 12 49 0 62 3/20 5 56 3 3 6 6 \| 91 613 835 10 13 47 0 7 3/21 4 51 3 1 6 7 \| 86 911 1382 10 7 48 6 3/22 4 40 21 18 11 6 \| 174 1257 1405 9 6 46 0 5 3/22 4 40 2 17 11 6 \| 174 1145 1399 8 6 46 0 5 Insight ------- Athlons PIIIs Date 550 600 700 750 \| 500 550 600 650 667 700 733 3/02 77 100 \| 0 12 0 3/03 77 100 \| 0 0 0 0 3/04 0 100 \| 0 0 0 0 3/06 77 100 \| 16 0 0 0 0 0 3/07 0 52 76 \| 9 0 0 78->0 0 0 3/08 213 0 73 \| 0 0 1379 0 0 50 223 3/09 0 213 0 76 \| 0 0 1106 0 0 43 144 3/10 0 212 0 76 \| 0 0 1187 0 36 40 201 3/13 235 62 75 \| 1888 0 94 106 131 3/14 184 57 182 \| 1992 11118 0 29 100 0 3/15 111 23->49 0 \| 1992 11678 0 203 42 65 3/16 15 13 151 \| 596 6442 0 200 99 117 3/17 0 0 0 \| 949 12151 0 196 53 0 3/17 7 0 0 \| 866 11329 0 196 47 0 3/19 7 \| 1461 2863 0 177 9 21 3/20 11 \| 655 757 6203 0 169 10 33 3/21 59 97 \| 0 3497 6968 0 150 54 0 3/22 59 33 94 \| 0 3490 13,017 0 137 54 0 3/22 59 18 94 \| 0 4171 13,017 51 137 54 0 Goutama