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To: Paul Engel who wrote (113504)	10/13/2000 9:13:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 186894

RE:"What does it tell you when AMD has a 200 MHz speed advantage over Intel and they have to do a DEEP DISCOUNT sale just to find customers for these? Answer: Most people prefer Intel's product - pure and simple." -- Com'on Paul, let's think about it. AMD is trying to make inroads. Intel is the "established" base, the market is not growing fast enough to simply absorb all AMDs chips. There have to be incentives for people to switch. There are several ways to make a product a better sell. In the case of chips, it's faster or cheaper. faster is better. Apparently that's not enough to do the displacing AMD wants to do so they are dropping prices. If they can add a couple of speed grades then it's more like a progression than a cut but with the 1.2 at $499 it sure looks like a cut and flood. Soon P3s will be cut big time. Q4 ASPs could still be stable as the K6-2 is fast going out of production...but the jury is still out. This cuts and uncertainty obviously have WS forgetting AMD today...but their is always tomorrow. Jim

To: Paul Engel who wrote (113504)	10/13/2000 9:42:08 PM
From: Gary Ng	Read Replies (3) \| Respond to of 186894

Paul, Re: What does it tell you when AMD has a 200 MHz speed advantage over Intel and they have to do a DEEP DISCOUNT sale just to find customers for these There is one think I find it interesting in AMD's cc. Jerry said they can sell ALL Athlon they can make in Q4 but Duron will very much depend on chipset. What puzzle me is that if the demand will be so strong for Athlon, isn't it easy just to crank out more Athlon and less Duron to meet the demand? I kind of think that AMD knows that the Athlon demand will be fixed at around 3M and making any more won't do any good but they will be able to make 7.2M K7 so make the rest as Duron and even they cannot sell them all, they can always say it is the infrastructure problem and not demand. gary