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: Elmer who wrote (27300)	12/30/1997
From: Kevin K. Spurway	Read Replies (2) \| Respond to of 1574249

Two weeks ago we were reading articles about how Intel is physically modifying its chips so they can't be overclocked; presumably they are doing this because there is a market there for 166 and 200 mhz parts that Intel has decided it can't afford to ignore. What makes you think AMD can't sell its chips into this market as well?

To: Elmer who wrote (27300)	12/30/1997 12:09:00 AM
From: Jim McMannis	Read Replies (4) \| Respond to of 1574249

Elmer, You might not know how prophetic you were. "I would think they could do a fire sale" Now I see Intel selling P2-233's for $268. I see why wall street is punishing these stocks. AMD might not make any money but Intel is prime for a shortfall too. At least the street thinks so. Jim

To: Elmer who wrote (27300)	12/30/1997 1:09:00 AM
From: Buckwheat	Read Replies (2) \| Respond to of 1574249

Elmer,,, what kind of wild AMD chip dumping notion has Intel Comedy Relief Inc. concocted now? Everything prior to packaging is sunk cost (fixed and variable). I find it hard to believe that the added packaging cost is setting off bells and whistles at AMD. Everything AMD sells contributes to covering some of those sunk cost (unless we throw them away). Throwing good chips away spreads those sunk costs over less chips that unfortunately more or less have been promised to someone at an already established price (we can't raise the price to cover cost of those that we ... oops... threw away). Two weeks ago the average retail market prices for AMD K6 166/200/233 were $140/$185/$272. The same average retail prices for MMXs (for your information) were $136/$248/$348. AMD has already stated that 1 Feb 98 (or earlier) wholesale prices will be ??/86/139 and 314 for the K6 266. 166 prices have not been stated yet, but I would suspect they would be only a few bucks less than the 200. Did you know that the average selling price of a Classic Pentium 166 is higher than that of the Pentium MMX 166? You know, there are 59 vendors listed with "price watch" that still sell Pentium Classic 166s. The number of vendors selling Pentium Classic 100/120/133/200s is also very high. Wonder why Intel didn't just through these away? Many of these are very expensive (relatively speaking) also. Wonder who is going to buy all of these "sub-K6-166 performance" chips? If K6-166 turns out to be insignificant (as has been suggested earlier on this thread), do you think AMD might be tempted to just drop them on the pile of Pentiums in the gray market? Elmer, come clean now! Who put you guys up to this? What is this all about? Hey! Do you guys do the "running back into the burning house to cut off the lights" routine?? Buckwheat