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


To: Brian Hutcheson who wrote (39840)10/22/1998 12:08:00 AM
From: Paul Engel  Read Replies (5) | Respond to of 1578444
 
Brian - It looks like the Bottom is falling out on AMD K6-2 350 MHz pricing.

Pricewatch now lists the 350 MHz K6-2 at $135 - a MAJOR DROP in just a few days and almost a $200 DROP from the Introducton price of $317 in mid-August.

The 333 MHz K6-2 is now BELOW $100

For reference, the 333 MHz Celeron A is priced ABOVE the 350 MHz K6-2 - at $157. Intel's 300 MHz Celeron A is selling for $135 - about the same price as AMD's 350 MHz part.

Doesn't it look like AMD has to discount their HIGHEST END CPU well BELOW Intel's Celeron ?

Looks like AMD is trying to hold on to their market share at any cost - and from AMD's stock price, it looks like shareholders are bearing the BRUNT of these cost reductions !

AMD's ASPs are not going to look too good this quarter, I'm afraid.

Paul



To: Brian Hutcheson who wrote (39840)10/22/1998 11:34:00 AM
From: Tony Viola  Respond to of 1578444
 
Brian, >>>Tony , because the Dram mfrs affect the SOX index
If you compare the SOX index to most semi cos charts you will see there is a
co-relation between them even if they do not produce DRAMS,
call it investor sentiment towards semi companies .<<<

OK, gotcha, from a technical standpoint, SOXX up is good in that momentum buyers will jump on the bandwagon of ALL semi companies, including the mostly CPU ones.

Tony