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Technology Stocks : PC Sector Round Table
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To: Gottfried who wrote (813)9/9/1998 7:46:00 AM
From: Pierre-X  Read Replies (1) of 2025
 
Are you all following the rather interesting product shuffle going on right now at Intel?

The 2nd gen Celeron chips (Mendocino I believe) are causing a ruckus because they are apparently just as fast clockcycle-for-clockcycle as the Pentium IIs, but priced significantly lower. That's going to be a kick in the gross margin crotch. Some analysts wave it away saying any margin hit on the Celeron side will be offset by the obscene margins on the Xeon. Maybe, maybe not.

This is definitely bad news for AMD though.
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