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Technology Stocks : Intel Corporation (INTC)
INTC 35.10+2.3%3:59 PM EST

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To: kash johal who wrote (74910)3/1/1999 2:16:00 PM
From: Tenchusatsu  Read Replies (2) of 186894
 
<The real advanage is that you can buy fully loaded systems for $1200 vs $1600 from Intel comparing KIII/PIII 400Mhz systems.>

First of all, I don't know of any Pentium III 400 MHz. It's perhaps a typo on your part.

Second, I think that price difference you mentioned is rather steep. Last time I checked, the K6-III 400 is selling for $150 less than a Pentium II 450 MHz. (If we compared the same clock speed, the Pentium II 400 MHz is actually selling slightly less than the K6-III 400.) Where is the extra $250 going in the Pentium II system?

Third, even with a $150 price difference, the businesses aren't concerned about how much the system costs up front. They're more worried about TCO, or total cost of ownership. How is the K6-III system going to lower that? Yeah, I know, this has little to do with the CPU, but I'll argue that it has a lot to do with the Super 7 platform vs. the tried-and-true 440BX chipset for the Pentium II.

And fourth, businesses are also worried about availability, too. How many K6-III CPUs can AMD seriously crank out, and how much K6-2 production are they willing to sacrifice?

Me, I'm more worried about the K7 than the K6-III.

Tenchusatsu
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