Hi Paul,
Thanks for the informative post on the K6-2 vs. Mendocino Celeron.
It is appreciated.
Looking at the SI thread in general, it looks as if AMD's best response to the future introduction of KNI supported Intel chips is to flood the market with as many K6-2 (3D-NOW) chips as possible, at a low price, to gain maximum market share. It's not really a good thing for the average AMD investor, like myself, for AMD to get into a maximum fracas with Intel, but it looks as if there is no alternative. AMD needs current and future support for 3D-NOW from the software vendors. Large market share is the only way to get the required support.
We have AMD and INTC on divergent, non compatible technologies.
Marketing will have a major role to play. Intel has many $B sitting in the bank. Even if AMD had a “superior” technology, the correct marketing strategy by Intel could unhinge any advantage.
I see that INTEL is going to use Homer Simpson as the Pentium II marketing vehicle. It's a double edged sword as far as I can tell. A master stroke or almighty “DOHHHH” type of blunder? The “Simpsons” never were kind to institutions (e.g. the nuclear power industry) or “the rules”. The news does not encourage me to buy their stock... I wonder what this will do to the Simpsons TV ratings??? I'll be holding on to my AMD stock for a while, waiting to see what happens next:-)
Intel is looking good, but not good enough for me to buy Intel stock yet. I'll be reviewing them over the next six months. I have many questions.
Finally, Intel seems to be able to piss off enough PC customers for at least one, probably more, AMD sized (and growing) competitors to exist.
regards,
Pearly.
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