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

To: Goutam who wrote (106254)	4/17/2000 2:34:00 PM
From: Cirruslvr	Read Replies (1) \| Respond to of 1573927

Goutama - RE: "Here is the list of Athlon prices shown on Pricewatch with eta of 4/24." Thanks for posting that data. Those prices prove AMD's 900 and 950 launch were real, not just a tag-a-long to the 1Ghz launch. According to this Register article, theregister.co.uk Intel will also be dropping prices on that day. It seems AMD will have a 1 1/2 speed grade advantage at the same price, as it has been in the past. Last week I noticed prices dropped for the high-MHz Athlon systems, but not for the lower ones. I'm guessing the entry level $1299 650MHz Select system will become a 700MHz system next week, or shortly soon after.

To: Goutam who wrote (106254)	4/18/2000 12:20:00 AM
From: Charles R	Respond to of 1573927

Goutama, <Here is the list of Athlon prices shown on Pricewatch with eta of 4/24> Thanks for posting. ETA of 4/24 makes sense. That's the talked about date for price cuts from AMD and Intel. <o 700MHz - 800MHZ range, you can almost get 2 Athlons for 1 PIII same MHZ.> There is typically a steep MHz curve at the high end and added to that the price aggressiveness is the right way for AMD to gain market share. <o I wonder what kind of prices Intel might be getting from DELL. 800MHz Athlons must be going for around $250 to oems.> I think it will be pretty tough for Intel to charge anything more than $50 at Dell but I doubt if any other OEM gets that kind of pricing - especially since Intel can't ship any more by dropping the prices. <o Remember the frequent question posed on this thread as well as many Analysts - what happens to AMD if Intel produces huge number of coppermines and drop prices on them? Now the question is, how Intel is going to cope with these AMD's impending price cuts?> Fortunately for Intel CuMine provides the cost structure to take some of the pressure on margins but all bets are off if there are packaging problem as rumored. <o Today's Athlon prices on Pricewatch with ETA of 4/24 could be tentative. Based on my past experience, the prices on Pricewatch may go down even further as the final date of price cuts arrives.> Yeah! And, the situation will probably get worse when Spitfire and Thunderbird kick-in. AMD can be even more price aggressive with socketed parts. Chuck