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

To: Paul Engel who wrote (58175)	5/14/1999 8:01:00 PM
From: Elmer	Read Replies (2) \| Respond to of 1571798

Re: "MORE BAD NEWS CRINGE - AMD's 400 MHz Kmart 63 just DROPPED ANOTHER $5 since this morning - Now selling for $189 !" Clearly the supply and demand are wildly out of balance and AMD is doing a near firesale to dump their backlog. This is a low volume product and they have to dump it for whatever they can get. So much for the claim that they are selling all they can make! You don't have to dump in a sellers market. Look for the price to continue to drop enroute to another record loss for Q2. On the bright side, AMD has soooooo much potential! EP

To: Paul Engel who wrote (58175)	5/14/1999 11:05:00 PM
From: Cirruslvr	Read Replies (1) \| Respond to of 1571798

Paul - RE: "Sure have ! Intel schedules them quite often. Last night was AN AMD PRICE IMPLOSION ! Do you think yields suddenly improved after the sun went down yesterday? MORE BAD NEWS CRINGE - AMD's 400 MHz Kmart 63 just DROPPED ANOTHER $5 since this morning - Now selling for $189 ! AMD must have had a big yield improvement over the lunch hour !" My guess on the reason of the sudden availability of the K6-III 450 is this: Perhaps the people who all of a sudden have the K6-III 450 all get their chips from one of AMD's few big warehouse resellers. That would explain why only a few of the vendors who post on pricewatch have it, while others don't. Lynn Comp doesn't have the chip yet, but they say it will be available next week. They probably get their AMD chips from a different warehouse/vendor/whatever-they-are-called. If this scenario is to play out properly, we will see more vendors have the chip next week, like Lynn Comp. (And since more vendors will have the chip, the price will probably drop even more. So please, for the sake of the board, please don't make another BIG deal about it.) This reason is logical and possible, right? We'll find out next week for sure. The availability (FINALLY!) of the K6-III 450 will help ASPs because every one AMD sold (which probably happened this week) is one that will boost the ASP. There can be no WAG put on the chip coming out, other than it took about 3 months to finally show up in quantity. I hope there aren't any more price drops this Q. Actually, I really hope there aren't any more price drops this Q.