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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: andreas_wonisch who wrote (21817)	12/7/2000 2:07:00 PM
From: porn_start878	Respond to of 275872

At least AMD is starting the price war this time... ... or some palominos are coming up Still can't find any 266MHz FSB parts. Max

To: andreas_wonisch who wrote (21817)	12/7/2000 2:14:29 PM
From: Charles R	Read Replies (2) \| Respond to of 275872

Andreas, <1.2 GHz Athlon for $289 on Pricewatch now!! That's unbelievable. Either demand is really bad or AMD is intentionally flooding the market with high-speed parts. With this pricecut a 1.2 GHz Athlon is cheaper than a Pentium III with 933 Mhz. I guess we will see 1 GHz in the $1,000 OEM systems very soon. I really hope that this move won't destroy ASPs. At least AMD is starting the price war this time...> Looks to me AMD is solving the infrastructure problem with a brute force approach. The key to maintaining ASPs with this kind of price structure is to ensure that the FSB133 infrastructure ramps quickly and 1.33 and higher speeds take hold fast. May not be a bad risk given where AMD stands today with FSB133 infrastructure and the anticipated Palomino release. Chuck

To: andreas_wonisch who wrote (21817)	12/7/2000 2:17:17 PM
From: Daniel Schuh	Read Replies (2) \| Respond to of 275872

Andreas, here's a table showing today's prices compared to 12/5 (two days ago!) (12/5 prices from tech-review.com 12/5 12/7 Thunderbird 900 $168 $148 Thunderbird 950 $220 $169 Thunderbird 1000 $253 $198 Thunderbird 1100 $333 $241 Thunderbird 1200 $483 $289 Prices for 850 & below mostly holding steady. The 1.2ghz cut is the most remarkable, as the parts were all backordered a couple days ago. Strange, and maybe a little scary. Vacination can be painful, I guess. Cheers, Dan.

To: andreas_wonisch who wrote (21817)	12/7/2000 2:20:38 PM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: 1.2 GHz Athlon for $289 on Pricewatch now!! With 1GHZ not much more than a $100 (cost to OEMS after all discounts and allowances) part next month, these prices are inevitable. The only way for AMD to get into the corporate space is if 1GHZ is perceived as a minimum speed, and Intel can't supply enough 1GHZ parts. Given that strategy, 1.1GHZ and 1.2GHZ are only a little faster than entry level (corporate) and can't be priced too much higher. Notice that the price of 933MHZ P3 is actually rising, despite the much heralded surplus of CPUs. Intel cannot supply the market for parts over 866MHZ - AMD's goal is turn that fact into its entry into the corporate market. Regards, Dan

To: andreas_wonisch who wrote (21817)	12/7/2000 2:28:51 PM
From: niceguy767	Respond to of 275872

andreas: "1.2 GHz Athlon for $289 on Pricewatch now!! That's unbelievable.Either demand is really bad or AMD is intentionally flooding the market with high-speed parts. With this pricecut a 1.2 GHz Athlon is cheaper than a Pentium III with 933 Mhz." Refer your post #21449...all "milestones" for 2000 already reached(one month early)...2001: year of mass production, speed and innovation... Looks like AMD wants buyers in the 1 to 1.2 gig segment.Given the surge in demand likely to fall out of these price cuts, AMD must be fairly confident about its capacity to produce in this range!!!