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Technology Stocks : Intel Corporation (INTC)
INTC 43.75+0.6%3:59 PM EST
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To: Barry A. Watzman who wrote (50759)3/18/1998 1:56:00 PM
From: gnuman  Read Replies (1) of 186894
 
Barry, re: "IBM buying AMD"
I still think my original "wild shot" that AMD's shelf registration is a prelude to IBM's investment in AMD seem's more plausible. As I've been saying for months, it's in the best interest of companies like IBM and Compaq to maintain AMD as a viable supplier. Look what AMD has already done to the price of PC's and Intel chips! Both IBM and Compaq have extensive working relationships with AMD, from including their products to making their chips.
I also think they want to keep socket 7 alive. An AMD K6-3D, (or plain old K6), with a 100mHz bus would be a real challenge to Celeron. Considering that the Medocino version of Celeron, (66mHz bus), won't be available till Q4 I think the window is still open for AMD.
From a marketing standpoint, I think AMD and the makers will position K6 products in competition with PII. But Intel is competing with itself with the introduction of Celeron. PII must perform significantly better than Celeron for it to justify a sufficient price premium. That must be one of the reasons Celeron is constrained to a 66mHz bus. But if AMD is targeting PII with a socket 7 device with 100 MHZ bus Intel may have a problem. The market and box makers will have a lot to say about Celerons' success.
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