Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Paul Engel who wrote (39019)	10/12/1998 8:05:00 AM
From: gnuman	Read Replies (1) of 1572629

Paul Engel re:<I have heard current manufacturing levels of the Celeron are approaching ALL of AMD's K6 + K6-2 production.> Don't you think that's rather scary? Can I conclude that between K6 and Celeron these two companies will produce enough of these chips to support almost half the W/W demand of PC's? (IDC forecasts 1999 at 91 Million PC's. With Celeron and K6 ~10 million units/qtr next year?). If the demand is there I see some real margin issues for Intel. If the demand isn't there, I see some real pricing and margin issues for both companies. This looks to get even bloodier, with the consumer being the only real winner.

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