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Politics : Formerly About Advanced Micro Devices
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To: Jim McMannis who wrote (41763)11/18/1998 10:34:00 AM
From: Elmer  Read Replies (1) of 1572637
 
Re: "The Celeron "AAAAAAAA" is a good chip...the Celeron (no cache) wasn't so good...Now can we put this to rest? Intel sold approx 9 million Pentium Classic & MMXs last quarter. I would imagine that the Celeron "AAAAAAA" will have to fill some of the void. Duh! You think I don't know that Intel is still the premier cpu maker in the world? You act like anyone that owns AMD stock doesn't know that. Get a grip, Yousef. It will probably fill some of the Pentium IIs space too. Frankly I'm a little worried about Intel making that many Celerons since the 300A, 333 now sell for $102 and $114 on price watch. Like Ross used to say...can you hear the giant sucking sound in ASPs for Intel? Wait, Intel went to great lengths to convince the market that Slot one was the way to go. Now it's Slot 2 and Socket 370...wha happened?"

Yes Jim, we can put that to rest now. Perhaps I should have put it more gracefully.

I can see Intel possibly pulling all cache back on to the die once they get to .18u. They will have reduced design rules for more compact sram cells and at .18u, almost unlimited capacity. The added die area will cost a little more but allow them to maintain a premium price on their highend chips. A 600mhz+ Katmai with large on die L2 running with a 133mhz bus + Rambus and AGP4X will command a higher price than a small L2 Celeron on a 66 or 100mhz bus (not to mention blowing away a K7 <g>). The new sockets will reduce costs and may very well spell the end of Slot1. Will anyone shed a tear?

EP
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