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Politics : Formerly About Advanced Micro Devices

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To: Buckwheat who wrote (33621)6/28/1998 11:52:00 PM
From: Paul Engel  Read Replies (1) of 1571812
 
BuckWheat - Re: "1) Sub-standard performance. "

Is the Celeron faster than a 166 MKhz K6? A 200 MHz K6? Are you admitting that the K6 is then substandard?

The Celeron performs perfectly well - setting a very good standard for price/performance.

Re: "2) Every Celeron that is sold is taking market share away from the higher margin PIIs."

You are 180 degrees from the truth. Intel's Celeron BRANDING - establishing a lower cost solution with excellent price/performance - creates an impressive Value Proposition, providing a unique offering for price conscious consumers.

The Celeron Brand leaves in tact Intel's Pentium II brand name and the effective stratification of higher performance CPUs for higher price points.

The Celeron now sits even with the K6-2/300 MHz CPU in the pecking order - and competes with AMD at the "low end".

Haven't you noticed the slump in AMD sales since the Celeron introduction?

Re: "The "Medicine" chip that you mentioned will further dilute high margin PII sales and blur the performance line between PII and low end."

No - I think the Mendocino will deal another body-blow to AMD and Cyrix - SUPERB performance at the low cost end of the spectrum. Again, Intel will be able to market 450 MHz CPUs - using DIXON - the Pentium II with 256 KiloBytes of on board L2 cache. This will be a SCREAMER!

Re: "The 470 socket is yet another shot in the foot for Intel. "

Then why is AMD limping?

Re: " Exactly what is Intel's chip/bus roadmap for the next 12 months?"

It looks pretty good! Faster parts, lower prices, new members - Mendocino, Dixon, Whitney, Katmai, Coppermine, Banister...and Xeon!

Paul
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