Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Dale J. who wrote (36048)	8/15/1998 2:10:00 AM
From: Ali Chen	Read Replies (1) of 1572940

Dale, <high end computers (high margin) contain the fastest Intel chips.> I am not so certain that the part of your statement ("high margin") is true. High margin for whom? For Intel. For Pc maker it is very questionable. Another point: high-end computer do contain hi-chips, but how well they sell? That is the question. If a computer collects only dust, it doesn't matter what the margins are. Although Intel is trying to separate market segments, with the introduction of Celeron-A there will be no sales for any Pentium-II, what-so-ever. IMHO. Slot will be extinct, unless Intel will sell $120 Pentium-IIs for $125. But again, the socket-470 (or whatever) will require board redesign, with associated cost. Therefore the Mendochino systems will be at disadvantage again in terms of open market price. The socket-7, on the other hand, will be only more and more affordable, more integrated and cheaper again. Taking in account that the grows will be only in the sub-$1000 and below segment, I just do not see any chances at the "high" end. Regards, - Ali

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