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Politics : Formerly About Advanced Micro Devices
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To: Steve Porter who wrote (77741)10/29/1999 1:49:00 PM
From: Paul Engel  Read Replies (1) of 1572208
 
Steve - Re: "After reading through the Intel slides, does it seem to you like Intel would be quite happy to walk away from the desktop CPU market (over a period of years of course) and focus on very high-end workstations/servers."

Absolutely not.

Intel wants to be the all-around-provider for e-commerce/internet infrastructure.

And Intel has learned a valuable lesson - if you give up the low end, the low-end winners start to nibble at the high end.

AMD made in-roads on the low-end - temporarily as it turns out - and that allowed them to hang around long enough to get the Athlon chip out.

Intel will now have to protect that high end with a full court press - which they appear to be doing with high end Cascades chips coming - 2 Meg of L2 cache on-chip.


Intel will probably own 90% of the low end by this time next year.

Celeron costs are coming down - as the die size will go from ~154 sq. mm to ~ 90 sq. mm. - and performance will JUMP.

As Timna gets worked into the PC market, I can see it usurping the Lion's share of the low end by H2/2001.

Intel will protect its low end at all costs - simply to prevent any repeat of the AMD encroachment seen in 1997/1998.

Microsoft referred to this as "cutting off the oxygen supply" of competitors.

Paul
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