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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 90.86-2.0%1:10 PM EST

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To: Tony Viola who wrote (24386)7/9/1999 12:50:00 PM
From: Tenchusatsu  Read Replies (2) of 93625
 
<I think the perception now, even with Intel followers, is that Celeron sales are > PII+PIII.>

I must admit, I don't have any proof. Just some guesses based on observations, like the fact that even the Pentium III is selling for $250 in the 450 MHz version. That low price combined with the brand-name recognition (which is stronger than most people would imagine, including coworkers here at Intel) suggests to me that even Pentium III PC's are penetrating to the $1000-$1500 market. And I would guess that many people are willing to pay the extra $100 just to get a Pentium III on their desktops.

In other words, I consider the Pentium III 450 MHz to be the current sweet spot. That's why I think Pentium II/III sales are still exceeding Celeron sales.

Tenchusatsu
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