SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Advanced Micro Devices
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Tenchusatsu who wrote (58180)5/14/1999 10:23:00 PM
From: kash johal  Read Replies (4) of 1572099
 
Tench,

Re: "I think it's quite clear now that Intel is the one in control of the pricing structure. Most of us can agree on that."

I respectfully disagree.

The pricing is driven by Mhz and performance.

Currently INTC is the MHZ champ and FPU performance champ so they get to set the low end pricing by using profits from High MHZ chips.

If the K7 comes out as advertised the roles can reverse easily.

The Celeron vs K6-2 pricing shows clearly that even though the Celeron is an INTEL chip, has HIGHER performance than an equivalently clocked K6, it sells for basically the SAME price.

The users will buy K7's in droves if the performance and Mhz are right.

Intel can price their chips for much less than the K7's and the K7's will still sell as there are lots of folks who want the fastest highest performance chip.

And Intels response will be 600Mhz coppermine with RDRAM with camino chipset.
The latest info on CAMINO is that it still HASN'T taped out yet. Samples are expected in JUNE. It certainly doesn't sound good for CAMINO and RDRAM production in Q3/Q4 IMHO. And for a high end system with 128/256Mb of RAM the RDRAM price differential alone will be several hundred dollars in cost.

No wonder INTELs stock is weak.

I suspect the smart money is exiting as we speak.

Regards,

Kash

Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News