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Politics : Formerly About Advanced Micro Devices

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To: Petz who wrote (65221)	7/14/1999 2:12:00 PM
From: kash johal	Read Replies (2) of 1578452

Petz, Re:" Why do you Intelidiots think PIII outselling PII is such a big deal? Intel is stupid for making any more PII's at all! The PIII is cheaper to make and yields at a higher clock speed. Unfortunately for Intel, I don't believe that PIII will outsell the Celeron." Couple of points: 1. The PII's they make are really only the 450's and are sold into legacy biz market. So they are under no pressre to bomb these prices. And it allows them to keep some older fabs busy. 2. PIII volumes. Yes they clearly suck. But remember Intel can simply choose to build more PIII's than Celerys. I suspect they will do this to stabilize ASPs. This should be good for AMD. Intel will have to slash PIII ASPs to compete with K7 - they will therefore have to limit Celery sales. 3. Intel stuffed the channel with $400M of product into disti to make its numbers. These were clearly stuffed in last few days as their accounting system did not have time to allocate it to the appropriate biz segment. Nice luxury when you are top dog. regards, Kash

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