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

To: Yougang Xiao who wrote (48825)	2/6/1999 6:14:00 PM
From: RDM	Respond to of 1571686

Yougang:<The "pull-in" cuts of Celeron from 2/28 to 2/8, especially those deep cut at 400 is the crystal clear confirmation of Jerry's promise that 400 and above are coming starting around 2/15 or so.> I believe that I understand your reasoning: 1. Intel is price agressive against parts that AMD can Mass Produce. 2. On Feb 15 AMD will begin to ship Mass production of 380/400 Mhz in comparison to earlier in quarter. 3. Intel seeks to move Celeron pricing change up three weeks to Monday due to knowledge of this commencement of AMD Mass Production and seeking to compete effectively against it. Thus I would suppose under this scenario that either: A. Intel anticipated the availability but was off by three weeks and is now seeking to correct that by announcing earlier. or B. Intel had earlier anticipated a difference reason for Celeron repricing on Feb 28 and sought to move this pricing up in response to the news of AMD availability. It is significant that AMD is saying that they expect their share to increase while their profitability will decrease and it is a 1 QTR event. Perhaps the major driver here is that AMD had built up a huge inventory of 300/333 Mhz speed reject parts during the past eight weeks and needs to flush them out now because all of the new wafers yield to speeds above 350 Mhz. Thus it is a floor sweeping and inventory clearance at bargain prices that will be over before the end of the quarter. I am interested in this activity to see what is says about the reality of the speed fixed. Jerry say it will fixed in CC, Now he says that it is fixed but will not receive the benefit this quarter. All these stories, including the Intel pricing ones, point to faster parts coming sooner rather than later. This quite good news because the market has already written off AMD for this quarter, but there always remains next quarter. From all of these stories it seems like there no reason that the 400Mhz and possibly higher will not have a full quarter of shipping next quarter. Does anyone know what the high volume price of the AMD 400 Mhz part is? Is it really above $100?