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


To: Mani1 who wrote (99814)3/25/2000 3:14:00 PM
From: tejek  Respond to of 1571763
 
I think it means the volume is picking up for these part. I guess you could say they would have trouble moving all the volume that is coming at the previous prices. Still these new high speed Athlons carry very high ASP's and very fat margins.

I think the fact that AMD is not cutting prices on the old ones means they see very strong demand, at the time when it is seasonally slow.


Mani

There is an apparent conflict here.....prices of high speed chips are being reduced while demand remains strong for the slower speeds. I suspect a lot of people are taking advantage of the lower prices (like I did and someone else on the thread....Scot?) of fairly fast chips...the 500's, 600's and 700's...that are due to the intro of the faster speed chips like the 1 G.

May put into question the premise that MHz always sells, at least automatically. It looks like every speed grade except for maybe the new top one may have to develop a market niche or create volume demand. What do you think?

ted