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Technology Stocks : Intel Corporation (INTC)
INTC 40.56+10.2%Nov 28 9:30 AM EST
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To: Tony Viola who wrote (57730)6/10/1998 11:54:00 PM
From: Jim McMannis   of 186894
 
Tony,
I think AMDs yields are pretty good. Soon the production will catch up
with demand. In a few weeks we'll probably see some K6-2-350's.
As far as big boxmakers using the Celeron. Seems like when it is used, it's in mainly business based boxes where it would perform the worst.
Why? Maybe compatibility? Doesn't seem like a good fit. Doesn't seem like the Celeron is a good fit anywhere, really.
Sure, Mendocino will help. But I'm not sure how quickly Intel will recover from the Celeron. Intel has always been at it's best bulding processors that push technology forward, not by "dumbing down" processors.
The other large problem is that Intel has cast it's lot with a design (Pentium II and Slot 1) that uses a much larger die size (131mm2 vs 81mm2 for K6-3d and 68mm2 for K6) and also includes a large cache (Pentium II)m connectors and a case. They have given up the die size advantage. Sure, Intel still has the process and yield advantage but that's one less advantage. Less control if you will. So, to get the margins Intel is used to they have to get a premium for their chips. No problem if they can keep a few speed grades ahead...but this K6-2-3D thing really throws a wrench into the mix by stealing some of the thunder that Intel has used to claim superiority, namely FPU power as it relates to games.
I really don't like to see Intel have to rely on AMD having poor yields.
Jim
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