Re: looks like 933s have just hit high volume...
Yes, there are 3 pages of P3 933s on pricewatch (congratulations to Intel!). But there are 4 pages of 1GHZ Athlons + 1 page of 1GHZ Thunderbirds on pricewatch.
For Q4, it looks like Duron will be 700 to 900MHZ at $55 to $125. Thunderbird will be 1GHZ to 1.4GHZ at $150 to something like $700.
With these prices and speed points AMD will have blowout profits.
Is Intel happy with those prices / speedpoints for Q4? By that time INTC will also be facing UltraSparc III in the server space as well as Mustangs and Thunderbirds on AMD, Ali, SiS, and VIA DDR motherboards plus multiprocessor AMD systems.
We've already seen 3 months into Intel's future with the 62 degree junction 1.13 production samples and so far, well, not so good. Is there a miracle waiting in the wings?
How many Willy's will be shipping by Q4? Intel's been shoving the 1.13 PIIIs out to reviewers straight from the first test runs, why aren't there some Willys out there for the reviewers?
Intel has been anxious to impress everyone with the 1.13 PIII, wouldn't we be even more impressed by Willy? Why not blow us away with its amazing performance? It does have amazing performance, right?
AMD has been playing its cards close to its chest, and Intel is certainly entitled to do the same with Willy. But Intel's practice has been to stretch the claimed P3 performance in public for all it's worth.
I wonder why they aren't doing the same with Willy? Probably saving it for the IDF. Last year they gave us an uncannily accurate glimpse of our soon to be RDRAM dominated future at the IDF, what equally accurate forecasts will we see this year?
:-)
Dan |
