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

To: Joey Smith who wrote (32293)	5/1/1998 3:55:00 PM
From: Ali Chen	Read Replies (1) \| Respond to of 1574096

Joey, <PII 300:$283 K6 300:$249 So much for AMD matching equivalent Intel chips with 25% discount. Who will buy K6 300 over better-performing PII 300?> There are several facts you have missed on the PriceWatch. First, there are 7 red tag prices just on the list of first 15 vendors, totally 12 red tags. Do you know what the red tag means? Correct, the merchants have to drop prices in order for the inventory to go. Compare with total 5 tiny adjustments for K6-300. Second, these underpriced P-II could very likely be a remarked P2-233 or 266. The "real" guys are still trying to sell the "real" P2-300 from real guys as HP and Compaq for $500+ and even for $1000+ a piece. Good try though. I wonder how these "sales" are accounted in Intel's books. As a "vaporsales" or what? Third, ignorant public do not care: 300Mhz is 300 Mhz. Got it? <Bottom Line: more AMD losses for Q2, while PII/Slot 1 becomes the industry standard!!!> For each dollar in AMD losses Intel (you) loses $10. Intel's ASP drops by $80 and all their profits are gone, so will the stock price. Other charges are coming - $700M for DEC settlement. I do not see any reasons for your happy face here. BTW, yesterday there were 34 vendors selling K6-300, today there are 38. Go figure.

To: Joey Smith who wrote (32293)	5/1/1998 7:08:00 PM
From: Petz	Respond to of 1574096

Joey, why wouldn't a user save money and buy a K6-300 instead of a P2-300, especially when you consider that the P2-300 you quoted is for an "OEM" chip with no certification, heat sink or fan. The cheapest boxed P2-300 is $378 (certificate, 3 yr. warranty, heatsink, fan), while the cheapest boxed K6-300 is $259 (same). Thats a considerable savings, and the risk of getting a Pentium II counterfeit or overmarked chip is too high to ignore. Petz

To: Joey Smith who wrote (32293)	5/1/1998 10:17:00 PM
From: Adrian Wu	Read Replies (2) \| Respond to of 1574096

Joey, This is not what Intel or AMD charge for these chips; these are prices that people would pay for them. The PIIs are selling lower because the market is flooded and inventory is high. There is a larger demand than supply for the K6-3D, hence the high prices. At one point late last year, the K6-233 was selling higher than the Pentium 233 at retail level for the same reason. Besides, when you figure out the extra cost of a PII motherboard (at least $50), the savings for a K6-300 over a PII is considerable, considering the performance difference (negligible). Adrian