The Celeron is not a better chip than the K6 and the K6 is cheaper.
Earlie, sorry but your information is outdated and wrong concerning price. Celeron is slightly cheaper than K6-2 at all equivalent speeds from 300 to 366, and about $20 cheaper at 400Mhz. I never stated one chip was "better" than the other. Rather, I offered a possible explanation for AMDs shortfall.
The problem is an industry-wide GLUT.
Perhaps. But its probably more of a glut than a GLUT <g>. And I remain unconvinced that it will be long enough lasting to make puts pay off. The easy money has been made by those fortunate enough to buy those puts when INTC was at $140. Much tougher love (for the bears) from here <g>.
It is well known that the Celeron is the P2 in a new tee shirt, with cache in its hip pocket. This is not the stuff of which market share is "retaken"
I agree about Celeron compared to P2, except of course for server application where neither Celeron or AMD can compete with P2/P3. And market share at the low end is all about price. So Celeron is obviously more competitive now, and IS retaking share.
Intel is essentially a one-trick pony,...micros. Micros sell only to box-builders but boxes are in glut.
Well, this is quite a broad classification. INTC hits every segment of the x86 business. I guess this is a "one-trick pony", but its really AMD that is one trick (low end PCs), trying to come up with a few other tricks (laptop, midrange).
AMD, the low cost supplier can't sell their production,.....what does this say about INTC's ability to sell their micros?
What makes you think AMD didn't sell all their production? They never stated this. I believe their limited capacity has left them short of their 5.5 million stated goal, as they attempt to ramp the much more profitable K6-3. They have to give up low end share if they have any hope of ever returning to profitability.
Now we know that the P3 is, as I had warned, a big "yawn" in the marketplace. So what to do now Intel?
I generally agree. I'd imagine only the 500Mhz P3 are selling well, givent the 450 offers nothing over the 450 P2. There will always be that class of user that needs the highest possible speed. Hence, my view that any INTC hiccup will be short-lived. INTC will be bringing .18 into production in about 3 months. And with it, processors in the 600-800Mhz range. Don't fool yourself. INTC sells many millions of these high priced CPUs.
Gary |
