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

To: Investor A who wrote (32526)	5/8/1998 1:03:00 PM
From: Brian Hutcheson	Read Replies (1) \| Respond to of 1572644

Fuchi , those $250 PII-300 must be overclocked or chinese copies. If you look at the last listings on Pricewatch there are prices as follows :- Compaq $1077 , HP $1034 and Intel (in packs of 20) $276 . If Intel sells at $276 then with some profit markup the chip should not sell for under $303 just to give a 10% profit . Brian PS the OEMs sure have a good price

To: Investor A who wrote (32526)	5/8/1998 1:40:00 PM
From: Pravin Kamdar	Read Replies (2) \| Respond to of 1572644

Fuchi, Wow. $260 for a 300 Mhz PII with 512 KB cache is not a bad deal at all. This is 1/8th of the $2000 price that they introduced it at last year. I'm sure that the FTC will be looking at these price cuts when it goes after Intel this summer. I'm sure that Intel will claim that it is just passing along savings to customers due to increases in manufacturing efficiencies. Funny how this never happened before there was any competition. Pravin.

To: Investor A who wrote (32526)	5/8/1998 9:28:00 PM
From: Adrian Wu	Read Replies (1) \| Respond to of 1572644

Investor A: First, the prices are too low and the price difference too large between vendors; those are probably remarked chips. Why should I pay for a remarked chip when I can buy a PII-266 and overclock it to 333MHz?(That is, if I want to have a PII system in the first place). I wouldn't worry about K6-300. The motherboards are $60 - 80 cheaper than BX or even LX based boards. Add to that the fact that the K6-300 is 0.25 microns vs. 0.35 for the PII-300, and hence it has a much smaller die size and therefore lower cost, Intel would have to lose quite a lot of money per chip sold before they will hurt the K6. The K6-300 is becoming the mainstream product, with the K6-233 at the extreme low end. The K6-266 will be phased out probably, since >90% of the 0.25 micron K6s are yielding above 300MHz. The PII-300 will also be the largest volume PII for Intel, since few people are prepared to pay exorbitant prices for the 350 or 400MHz chips. If Intel drops the price on the PII-300 too low, this will really hurt their ASP. Adrian