Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 -- Ignore unavailable to you. Want to Upgrade?

To: Gary Ng who wrote (63981)	7/2/1999 2:31:00 AM
From: fyo	Read Replies (2) \| Respond to of 1576627

Gary - Re: In fact, this is the case right now. Almost everyone is saying Celeron is as good as PII/PIII at the same clock but PII/PIII still command quite a large premium than Celeron. If this were the case, you would think that the Celeron sales would be hurting PIII sales... oh wait, they are! Anyway, I just found this chart (see link below) and wanted to share it with the thread. And before anyone goes totally bonkers, I do realize that this shows only the fabled US Retail Market. Still, I do think there are some interesting trends: 1. Sales of non-AMD/non-Intel CPUs is dying - no indication of the 'dumped' Cyrix chips here. 2. Sales of K6-2 chips is decreasing, with February having been the height of the K6-2 era for AMD. 3. Celeron sales are exploding. 4. Sales of PII chips are dying (to be expected). 5. Sales of PIII chips have remained pretty much constant 3 months in a row. For AMD, this clearly does not look very well. No question there. For Intel, the situation isn't too rosy either. The combined PII+PIII sales cannot match earlier (pre-PIII) PII sales. As far as I can tell, the Celeron sales are pretty much eating up equal amounts of K6-2 and [PII+PIII] sales. In dollars, this clearly costs Intel the most, but Intel can clearly afford it - something which AMD, equally clearly, cannot. All in all, the Celeron was clearly a very smart (although somewhat belated) move by Intel. infobeads.com --fyodor