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Politics : Formerly About Advanced Micro Devices

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To: Petz who wrote (33406)6/18/1998 7:31:00 PM
From: Pravin Kamdar  Read Replies (4) of 1583733
 
Petz & Jim,

I don't think that mother board makers are losing money on slot 1 for the Celeron. How is the board different than any other PII board? In fact, whatever they develop, their margins will always be close to nil, so they are probably the ones that are the most pissed off at Intel for making them go to the trouble of developing new boards. Intel and box OEMs are the ones that will profit with the new socket as the system becomes more price competitive.

The 66 Mhz bus is quite surprising, though. I will bet that it is a head fake by Intel to try and catch AMD off guard. If true, though, AMD's K6-3, with the same size L2 as the Mendocino, but with a faster system bus and the option of L3 cache, will be more attractive than the Mendocino. Plus, it will have 3D Now. I hope AMD doesn't have to position the K6-3, their best CPU, against Intel's Mendocino, their worst (actually, Mendocino may give more competition to Intel itself than any of their competitors).

Pravin.
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