Gary - Re: In fact, this is the case right now. Almost everyone is saying Celeron is as good as PII/PIII at the same clock but PII/PIII still command quite a large premium than Celeron.
If this were the case, you would think that the Celeron sales would be hurting PIII sales... oh wait, they are! Anyway, I just found this chart (see link below) and wanted to share it with the thread. And before anyone goes totally bonkers, I do realize that this shows only the fabled US Retail Market. Still, I do think there are some interesting trends:
1. Sales of non-AMD/non-Intel CPUs is dying - no indication of the 'dumped' Cyrix chips here.
2. Sales of K6-2 chips is decreasing, with February having been the height of the K6-2 era for AMD.
3. Celeron sales are exploding.
4. Sales of PII chips are dying (to be expected).
5. Sales of PIII chips have remained pretty much constant 3 months in a row.
For AMD, this clearly does not look very well. No question there.
For Intel, the situation isn't too rosy either. The combined PII+PIII sales cannot match earlier (pre-PIII) PII sales. As far as I can tell, the Celeron sales are pretty much eating up equal amounts of K6-2 and [PII+PIII] sales. In dollars, this clearly costs Intel the most, but Intel can clearly afford it - something which AMD, equally clearly, cannot. All in all, the Celeron was clearly a very smart (although somewhat belated) move by Intel.
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--fyodor |
