Paul,
RE:"During the conference call, Paul Otellini specifically stated that Celeron
shipments were 5% of the unit volume during Q2.
Intel is shipping around 20,000,000+/- CPUs per quarter, so that pegs
their unit volume of Celerons as 1,000,000 +/- for the past quarter.
Rumor has it that Intel is mounting a production onslaught of Mendocino
chips for the next Celeron - which may be introduced in late August.
This will keep AMD's K6-2 devices "down and dirty"."
Thanks Paul, that's better than nothing. so the Celeron is 5%. well, I feel better knowing its only 5%.
As far as the Mendocino keeping the K6-2 down and dirty. Seems to me the K6-2 is going to be priced down and dirty anyway. The Mendocino however does not have 3DNow...
At any rate, I don't know how you can consider a company like AMD, always several speed grades behind, half the yields and losing .45/share last quarter as "competition". Sounds like you are fighting a paper tiger. NSM, is really no where in sight and we won't know if they will "be in sight" for at least 5 months. What they have may not even compete with Intel head to head. If Intel wants competition let them take on Microsoft or Coke, otherwise, victory against the other chipmakers is like Holyfield KOing a light weight.
Jim |
