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

To: Joe NYC who wrote (113784)	6/1/2000 7:49:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 1573494

RE:"What AMD should do is tell Gateway: "You want a 100,000 chips? Ok, here is a 100,000 Athlons, with this speed distribution and our asking price is $250 per CPU. You mark them however you want to mark them (up to the spec) and sell them however you want to sell them." BTW, from what I hear the T-bird and Duron (socketed) have the "speed" lasered in to the package so it can't easily be counterfeited. They are multiplier locked as well. This could make "goldfingering" a tad more interesting. Might be a tad difficult to let a OEM mark chips. Nor would I trust them not to just mark them high and re-sell them. Jim

To: Joe NYC who wrote (113784)	6/2/2000 12:10:00 AM
From: Charles R	Respond to of 1573494

Joe, <I don't know how the distribution of people's willingness to spend on a CPU matches the distribution of the binsplits. Most likely, there is not a perfect fit. So some amount of downbinning may be necessary.> It also depends on the vendor. Intel is probably not downbinning any PIIIs and AMD is probably downbinning a vast majority of Athlons. <AMD's advantage of the ability to deliver higher speed chips is lost, potential to increase market share is lost, the chips that AMD can make in highest quantity are the hardest to sell. > Because of lack of business penetration, a massive amount of value is being lost right now. I am looking forward to Monday to see how much progress will be made on that front. Chuck