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Politics : Formerly About Advanced Micro Devices

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To: Paul Engel who wrote (33619)6/28/1998 6:58:00 PM
From: Buckwheat  Read Replies (5) of 1571857
 
Paul, some of your reply might have some merit, but the part about Celeron being AMD's worst nightmare is very questionable. Celeron is infact Intel's worst nightmare.

1) Sub-standard performance. This has been documented all over the web and continues to be documented in all of the PC periodicals. How many Dell and Gateway Celeron products are available at the moment?

2) Every Celeron that is sold is taking market share away from the higher margin PIIs. Considering the limited capacity available for AMD, IBM, Cyrix, IDT, etc... Intel would probably have been better off to bite the bullet on introducing celeron and try to lower PII cost gradually through higher PII yields.

3) The "Medicine" chip that you mentioned (is that something you take when you have eaten too much celery??) will further dilute high margin PII sales and blur the performance line between PII and low end.

4) The 470 socket is yet another shot in the foot for Intel. Looks like you guys are determined to prolong the life of the socket 7 with the introduction of more confusion. (I thought the socket 8 was an inferior arrangement that just had to be replaced by a slot?) I guess it was just impossible to make the old PPro socket work with the new celeron. Or was it that too many had gained rights (directly or indirectly) to the use of the technology?

5) Exactly what is Intel's chip/bus roadmap for the next 12 months? It appears it has changed alot over the past 12 months. You know at some point you have to make up your mind where you are going. Intel doesn't have to worry about those optimized drivers that you spoke of, because they couldn't stay with a plan long enough for the drivers to be written.

Look for the PIIs to drop further in price, weakening Intels narrowing margins.

Buckwheat

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