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.
Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?


To: Skeeter Bug who wrote (24456)7/9/1999 3:45:00 PM
From: Tenchusatsu  Read Replies (1) | Respond to of 93625
 
<tench, that is not what i asked for. pii is now a lower end chip (sub $1k) please lump it with celeron and compare piii to that.>

Slicing hairs, are we? Did you know that the vast majority of Pentium II sales are 450 MHz, and that Pentium II 450 and Pentium III 450 are the same price ($250)? In other words, there aren't very many Pentium II's that are sold below 450 MHz anymore. Celeron has already taken over that area. That's why it doesn't make any sense to lump Pentium II with Celeron, because most of the Pentium II's sold are the same price as Pentium III 450 MHz.

<we will add in the low end amd chips and you will see that piii is a very small chunk of the pie.>

AMD only sold about 3.8 million chips last quarter, even though they made 6 million. Demand wasn't there for AMD chips. (Makes you wonder whether the sub-$1000 market is indeed growing as fast as you think.)

OK, if we split things out a little more, then we'll create three categories:

1) Low-end: Celeron, Pentium II (400 MHz and below), AMD K6-x, Cyrix: 16 million
2) Mid-range: Pentium III, Pentium II (450 MHz): 12.5 million
3) High-end: Pentium II/III Xeon: 1.25 million

Seems like Pentium III is still a large chunk of the pie. I hope you get the point.

Tenchusatsu