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

To: Joe NYC who wrote (113830)	6/1/2000 11:17:00 PM
From: Cirruslvr	Read Replies (1) \| Respond to of 1573771

Bill and Jozef - RE: Downbinning Athlons AMD has been selling downbinned AThlons for some time now. Here is a post from Ace's - "Thanks to Daiki for sending in word that the newer Athlon 900s are being shipped with 2.8ns L2 cache chips. This is definitely good news for overclockers! Possibly even better news, however, is that week 17 Athlon 700s are apparently Athlon 900 cores with the same 2.8ns cache!" Last year, lots of Athlon 500s were really 650 cores that were marked at 500. That is why people like to buy the Athlon and overclock the crap out of it. THere is some website that lets people send in what their Athlon MHz according to the core is and what MHz the chip is sold at. I don't have the link on me, but it shows quite a few Athlons are downbinned.

To: Joe NYC who wrote (113830)	6/2/2000 12:34:00 AM
From: Charles R	Read Replies (1) \| Respond to of 1573771

Joe, <In my post I was starting from Chuck's assumption that AMD down-bins Athlons 2 to 4 speedgrades: > This is not an assumption. Just check out the tons of posts on overclocker sites over the last year. I have not seen such downbinning since the early Celeron days. (at that time Celeron core was the same as PII and the downbinning was just a marketing deal to crush AMDs ASPs). <I think if AMD is in fact downbinning parts as much as Chuck says, to me it is a complete breakdown in the decision-making.> It appears to me that the choice was to sell downbinned parts or to collapse the pricing at the high end until the parts move. Which one would you pick in that circumstance and why? <I don't see any problem in AMD offering only 800, 900 and 1 GHz parts. Why bother with 700 MHz etc. Let Intel supply those.> See my comments above. Chuck

To: Joe NYC who wrote (113830)	6/2/2000 6:58:00 AM
From: Bill Jackson	Respond to of 1573771

Jozef, AMD is training the market upwards. SOme will buy slow and overclock and some will buy the speed they want. There are some who are cash restrained or who decide that 600 is fast enough and the only wy to get those onside is to serve them parts. It also serves to sell mobos and AMD needs volume in mobos to keep the critical mass growing as fast as possible. The AMD niche is growing faster than you think and one hopes that Monday will see some fresh new parts to help the low end get fast fast. One low end barriers was the extra cost of slot base solutions. Bill

To: Joe NYC who wrote (113830)	6/2/2000 10:41:00 PM
From: pgerassi	Respond to of 1573771

Dear Joe: Why not use the most likely case: AMD sold 50k 700Mhz Athlons to be drop shipped at 5k a week starting at 5/1/00. Now the bin split and yields only supply 1k at 700, 2k at 750, 4k at 800, 8k at 850, and 16k at 900. They "are committed to 12k below 700. Since they now have only 4k at 850 and 16k at 900, they must mark all 4k of 850 at 700 and 1k of 900 at the same 700. These contracts/orders may have been signed when the "sweet" spot was at 700 or 750. It just shows that they were "quite surprised" by the bin splits. It is always better to be pleasantly surprised "like AMD" rather than quite fustrated "like Intel". I hope it keeps up. There is no better sign of quality, than to "understate and overperform". Pete