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

To: Paul Engel who wrote (30127)	3/24/1998
From: AK2004	Respond to of 1575535

Paul don't worry your little head there. :-))

To: Paul Engel who wrote (30127)	3/24/1998 12:43:00 AM
From: Profits	Read Replies (1) \| Respond to of 1575535

Paul, You sound a little more concerned about your Intel investment than ever before. Don't go Shoulding all over yourself. And to clarify your last post: Stead said as AMD builds up U.S. production of its enhanced 3-D processors this spring and summer, the company will price its "K6 classic" chips so manufacturers can deliver PCs starting at $800. Indications are that AMD's K6 lineup will begin at 233MHz in Q2. "We'll maintain our competitive position against Pentium II [with K6 3D] .... and we'll position the K6 classic DIRECTLY against the Celeron in the market below $1,000," Stead said. They didn't say anything about pricing the classic K6 at 25% below Intel's Celeron. They said they would position it DIRECTLY against the Celeron. That pricing strategy is not necessary on a processor that has already found its home in the sub $1000 market. Machines offered in the $800 to $1000 price range will sell themselves and AMD will be more than able to sell every classic K6 it can build at those prices. AMD doesn't have to offer a 25% less pricing strategy at those price levels. They simply have to offer more margin to the PC manufacturers than Intel does. And besides, AMD looks to be migrating to the K6-3D processor very quickly per their production ramp. In a very short period of time, the K6-3D shipments will be cranking. Those processors will be positioned 25% less than equivalent clock speed Pentium II's where that pricing strategy is critical. Profits