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To: Jim McMannis who wrote (101530)	3/25/2000 11:27:00 AM
From: Joey Smith	Read Replies (2) \| Respond to of 186894

Jim, re: Fortunately, the average customer knows only Mhz (Mhz Sells TM McMannis)...so the segmentation thing works. Different customer base Jim. Consumers who buy AMD chips know about overclocking! Just looking at the price difference & my estimate of the performance difference, there's no real segmentation here. Seems like a rushed strategy since Intel is cleaning AMD's clock in the retail "sweet spot": 500-700. Hmmmm, AMD's ASPs might be heading south for Spring. <g> joey

To: Jim McMannis who wrote (101530)	3/25/2000 1:55:00 PM
From: Tenchusatsu	Read Replies (4) \| Respond to of 186894

Jim, <Fortunately, the average customer knows only Mhz (Mhz Sells TM McMannis)...so the segmentation thing works.> I guess when 1 GHz Athlons show up in Costco, the segmentation thing gets trashed. I don't know why anyone who shops for Compaq systems at Costco would want a 1 GHz system, and I don't know why anyone who wants a 1 GHz system would shop at Costco for it. Like I said before, perhaps AMD is trying to target a market that cares more about 500 MHz Celerons (or even 600 MHz Athlon/Pentium III) than about 1 GHz Athlons. Furthermore, what advantages will Spitfire have over Celeron or K6-2? People buying those kinds of systems are much more price-sensitive than MHz-hungry. Spitfire-based systems will still be more expensive than either Celeron or K6-2, especially Celerons paired up with the ultra-popular 810 chipset. Perhaps Spitfire will displace some lower-end Athlons and lower-end Pentium III sales in the retail stores. But wait, aren't Pentium III systems scarce in retail anyway? Guess that means Athlon will be impacted more by Spitfire than Pentium III. Tenchusatsu