Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: milan0 who wrote (103543)	4/10/2000 11:07:00 PM
From: Tenchusatsu	Read Replies (2) of 1570505

Mike, I think you make some very nice estimates between consumer and business, Celeron/K6 and P3/Athlon. I think you do a great job showing that AMD really needs to penetrate the business market in order to really increase unit sales. Maybe it's just because the business market has the impression that AMD isn't driving high volumes yet. If that's the case, then the new Dresden fab should do a lot toward helping AMD make inroads into business. I do have one gripe about your estimates. I think your estimates for Intel are a little too heavily weighted toward Celeron. (17.2M Celeron vs. 14.7M Pentium III.) Perhaps it's because you're assuming that every low-end system going to businesses have to be Celeron or K6. In fact, I think there's a lot of low-end Pentium III CPUs (i.e. below 700 MHz) being sold to the business market. Tenchusatsu

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