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

To: Process Boy who wrote (57472)	5/6/1999 6:03:00 PM
From: Joey Smith	Read Replies (1) \| Respond to of 1572594

PB, re:At the low end, pricing has weakened somewhat this week, with the 366 falling to the $60 level from $65-70 and the 333 down to $50 from the $55-60 level. This is a death blow for AMD. Q2 is shaping into another "significant losses" & "Q3 will be better". joey

To: Process Boy who wrote (57472)	5/6/1999 6:12:00 PM
From: kash johal	Read Replies (3) \| Respond to of 1572594

PB, Re: Erika's note Thanks for the posting. The only problem I see with her posting is she is saying that PIII 450's are selling at $315. I presume her numbers are OEM prices. I just checked on pricewatch and PIII 400's are now at $290 in single quantities!!! Either there is a major overall problem??? or some major OEM has dumped PIII's into the grey market. In fact the PIII 450's were showing as lower priced than the PII 450's and the KIII 450's!!! Hey, I hope to hell Erika is right and folks like Niles are wrong as prices being slashed will certainly not help AMD's case. This pricing makes no sense to me frankly as Intel could play this much smarter by just limiting the higher end Celeron availability if the PIII 450's were not selling. The only other thing I can think of is AMD is producing many many more parts than 4.5M for Q2. With Cyrix going away, this whole pricing fiasco was the last thing I was expecting. Regards, Kash Johal.