Joe,
I was at CompUSA and Circuit City yesterday. At the high end, Compaq had 1 Ghz and 900 Mhz Athlon systems, and HP had 850 Mhz and 800 Mhz Athlon systems. I did not see an Athlon system below 800 Mhz! In the midrange, Intel had 533 to 700 Mhz PIII systems. At Circuit City the highest PIII was 650 Mhz (one system). At CompUSA, the highest PIII was 700 Mhz (one system only). What happened to the Intel 733 and 800 Mhz systems? At the low end, Celeron and K6-2 were roughly equally represented. This really paints a stunning picture.
Soon, Duron will severely challenge the PIII in the midrange. If Willamette really does not penetrate the mass market until 2H, 2001 (as predicted by the head of ALi), AMD will own the high end for another full year. And, if recent Willamette benchmarks prove to be correct, Mustang will rule until Sledge is released into the consumer market.
Yes, it's looking like I will have to hold my AMD shares through 2001, and, perhaps, beyond.
Pravin. |
