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Politics : Formerly About Advanced Micro Devices
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To: Scumbria who wrote (65629)7/15/1999 8:10:00 PM
From: kash johal  Read Replies (1) of 1574714
 
Scumbria,

Re:" And which processor will Intel use to accomplish this? Their "X-Files" CPU?"

It is not clear to me where Coppermine's performance will stack up vs AThlon. I know it will be behind in FPU, on integer there may be no significant difference.

I see Intel doing the following:

1. Leveraging SSE more and more.
It's marketing BS but it may well work.

2. Leveraging PIII ID and offer frrebies.

As an example they are offering a free virus program with every Intel MB - a $20 value. Expect much more of this: From speech recognition, to video telephony etc.

3. Leveraging it's 0.18 manufacturing.

Yes, we are all enjoying their latest Cumine snafu. But there was an expectation that Intel would be in 700-800Mhz range by Q4 this year. It would not surprise me if they can get a couple of extra speed grades with their 0.18 vs AMD by Q2 2000.

4. Bundling.

They have done it with the Celeron. they have some very high end video cards in development -they can enhance this with a bundling program. Competitive high end 3rd party cards sell for $1-200 and it is not clear to me how AMD could fight this.

5. OS

I can even see Intel buying BeOs (either compeletely or as a JV) for low end PC's and set top market-for timna market.

Having billions in the bank and a dominant market position should not be taken lightly.

Regards,

Kash
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