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

To: Scumbria who wrote (37444)	9/24/1998 9:58:00 PM
From: Pravin Kamdar	Respond to of 1583742

Scumbria, I think releasing a 380 is a great idea. All those boards that were made for the 333 that use a 95 Mhz bus will now have a chip to go along with them. The chips that don't quite pass at 400 will now have a home, without having to drop them to 350. Also, the article was not clear as to when the 380 and 400 will be announced. It said that existing chips will be cut while it prepares to release the higher speed grades. Also, it was three weeks after their 350 announcement before systems with 350s hit the shelves, so I don't plan on seeing 380 or 400 Mhz based systems at my local Best Buy before the middle of November. Even so, this would be in plenty of time for the Xmas buying season, and earlier than I had thought. Lastly, I suspect that their sweet spot will be around 350 Mhz throughout Q4, so with the drastic cut in the price of the 350, ASP will suffer after October 26th. Pravin.

To: Scumbria who wrote (37444)	9/24/1998 11:00:00 PM
From: Paul Engel	Respond to of 1583742

Scumbria - Re: " The only rational reason I can think of would be that yields at 400 MHz are very low." I agree 100%. Paul

To: Scumbria who wrote (37444)	9/25/1998 6:32:00 AM
From: Maxwell	Read Replies (3) \| Respond to of 1583742

Scumbria: <<WHy would they sell a 380 MHz AND a 400 MHz chip? Paul, The only rational reason I can think of would be that yields at 400 MHz are very low.>> No. It is a classic strategy of REVENUE MAXIMIZATION. If you introduce the 350 and the 400 then you are competing head to head with Intel products. If you introducing the 380 then you BLOCK the CeleronA 366 before it comes out and put the PII-350 in the backseat. Remember MHz is Intel's game and AMD is mastering Intel's game with the introduction of K6-2-380MHz. Maxwell