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Technology Stocks : Intel Corporation (INTC)
INTC 38.46-2.6%12:03 PM EST
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To: Jim Patterson who wrote (50415)3/11/1998 12:16:00 AM
From: Paul Engel  Read Replies (2) of 186894
 
Jim - Re: "I am reading early reports on Celeron.
Celeron @ 266
2% slower than P 200 MMX
15% Slower than P 233 MMX
33% Slower than AMD K6-233."

You haven't figured out the big picture.

A K6-233 with 512K L2 cache may outperform a 266 MHz Cacheless (L2) Celeron, but that chip costs about $170 and the 512K cache adds another $18 - total $188.

Intel will sell the Celeron for $150.

It will appear in cheap PCs at the expense of the K6.

It is a COST THING - NOT A PERFORMANCE THING!

The K6 is 162 sq mm (0.35 micron) and the Celeron is 131 sq. mm. (0.25 micron).

AMD's 0.25 micron process is, shall we say, a little late.

Intel will make excellent money on the Celeron while AMD loses money on the K6-233.

AMD will be forced to DROP THEIR K6 price - and LOSE MORE MONEY.

Then Intel will drop the price of the Celeron and KEEP THE BUSINESS - and still make money.

If speed becomes an issue - The Celeron will be bumped to 300 MHz - remember - this 0.25 micron process will yield 350 and 400 MHz parts (to be introduced simutaneously with the Celeron) ... the 300 MHz will be a gimmee -- and that will recover most of the speed differences.

At some point, Intel can shift from the 440LX (66 MHz) to the 440BX (100 Mhz) with little cost increase to Intel - while adding another SPEED boost.

The Mendocino - due late 1998/early 1999 will add the L2 cache (128 K) back into the Celeron silicon.

Remember - it's COST - not just SPEED.

And AMD isn't making money on any CPUs at any speed.

And Intel can address the speed issue in a number of ways.

You will be hearing of more losses at AMD.

Paul
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