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

To: Scumbria who wrote (101343)	3/31/2000 5:22:00 PM
From: 5dave22	Read Replies (2) \| Respond to of 1570759

Scumbria, people have been asking about what role Spitfire, Celeron, Timna will play. It's obviously very arbitrary and anyone's guess at this point. My take is that AMD feels that they no longer have to play by the price points that INTC has created. AMD will now have a cheap, good and great line. They can drop the "cheap" line when Spitfire succeeds. For the first time they raised the standard. They did it will the Athlon and increased the sweetspot successfully. ANALysts are still in denial. Now they will raise the sweetspot on the low end, also. But all this talk about what will compete with what seems to be a thing of the past, IMO. AMD now sets the standards. And they have the Fab space (and cores) to do it. Especially since it won't be going towards X-Box! Are you still concerned with 3DNow!? Dave

To: Scumbria who wrote (101343)	3/31/2000 5:34:00 PM
From: chic_hearne	Read Replies (1) \| Respond to of 1570759

Scumbria Re: what's your best guess on ASP range for Dell? Do you think they'll strongly undercut their prices to get in the door? thread, I think it would make sense for AMD to sell dELL a batch of 100,000 processors at a loss. They need to get their foot in the door. Once they're in, they can work for more favorable deals. I think this is a totally different deal than the X-box. The X-box only had potential to supply 1 low margin processor. If AMd can get DELL on board, there's potential to start selling them $1000 t-birds. chic

To: Scumbria who wrote (101343)	3/31/2000 5:35:00 PM
From: SteveC	Read Replies (1) \| Respond to of 1570759

"I think that Spitfire will outperform Celeron by quite a bit, which makes it harder for Intel to pull their usual anti-trust nonsense." Despite the X-Box experience, it must be getting tougher for Intel to play the bully, not though from a lack of motivation, but because the stick they are carrying isn't as overwhelmingly powerful as the one AMD has. What's Dell going to do: choose an inferior chip from Intel at a slightly lower price? That makes no sense for Dell. People spend a little more on Dell's products than other computer brands because Dell offers a premium product. It would play into Gateway, HP and Compaqs hands if Dell dummied down. I guess the story confirms that AMD (Dresden?) is already producing Spitfires in quantity.