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Technology Stocks : Micron Only Forum

MU 287.30

-1.8%

1:06 PM EST

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To: Knighty Tin who wrote (37180)	8/10/1998 10:54:00 PM
From: Chas	Read Replies (1) of 53903

MB, Another interesting point, Intel is trying separate their systems by telling the pc guys no more slow pentII's only 350Mhz and higher and use 64M bytes min. This will keep celeron a little more distance from the PentII 300 and 333 by making them disappear. I may have some of the strategy missing but it was clear to me when their new pricing came out that celeron now with 128k L2 and up to 333mhz was too close to pentiumII 333. You are absolutely right on about AMD being a better cpu than celeron, but the Dells and Gateways will use them as long as they stay captive and they are close in performance. The Koreans have all agreed to shut down for now, so no matter what they are sticking by the agreement. They believe added together they represent enough market share to affect the market, thus it continues, and I think its already having some small effect at least in the spot and in the secondary OEM market, just ask any of them... Unfortunately the module makers are in the sqeeze at the moment until the pc guys are willing to pay more for those modules, and they are starting to. Good trading.

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