Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Gopher Broke who wrote (119749)	7/9/2000 11:03:05 AM
From: Joe NYC	Respond to of 1574005

Gopher, Re: ASPs If you look at JC's analysis of availability and price: jc-news.com it seems that AMD is roughly 100 MHz ahead of Intel, ant the pricing of AMD's chips is about the same as 100 MHz slower Intel part. This holds for Athlon / Duron lines. If this pattern continues into Q3 and Q4, as AMD migrates gradually to all Athlon, ASPs should go up. The only think that Intel can do to prevent this is to produce a massive quantities of Willamette in Q4, which is not very likely. What if Intel produces 1 gig machines in volume? AMD should produce 1.1 GHz chips at that time in volume What if VIA doesn't produce many Athlon chipsets? We have been living with this problem for a while (low quality and quantity of Via chipsets). The situation should improve as AMD produces 760 and other chipset vendors enter the scene. What if Willy rocks and people hold out on buying a faster system until they can get a Willy? THat's too much of an inside play. You can always hold out for a faster system, and when it arrives, there will be an even faster system on the horizon. What if people realize that until the infrastucture improves there is no point in paying for a processor faster than 700 MHz? Again, most people have no clue what "infrastructure" is. If they do, they think roads and bridges. Joe