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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Charles R who wrote (66539)	7/23/1999 6:54:00 PM
From: kapkan4u	Read Replies (1) \| Respond to of 1574888

Thread, I am trying to understand Intel's platform choices for PIII/CuMine for the rest of this year, as well, as Athlon's competitiveness. We have a slotted PIII and a socketed CuMine. We also have 440BX, 810e and Camino chipsets. It seems to me that PIII-550, 600/440BX will be a clear volume leader in the high-end desktop until the end of this year and then some. If CuMine and DRDRAM are available in November, I think only about 50-100k CuMine/Camino systems will be sold in the consumer market due to very high cost of DRDRAM. A CuMine/Camino system with 128mb DRDRAM will sell for over $2,600. CuMine/810e combination does not make much sense due to a slow, integrated graphics solution. PIII-450, 500/810e will sell into the sub $1000 segment. CuMine/Camino/MTH/PC00 would be an expensive and slow beast to be taken seriously. Wright? Do you know of any other combinations? Going into the back to school and Christmas sales Athlon will be competing with the PIII-550, 600/440BX systems. PIII-600/440BX costs to OEMs will be about $200 less than for a comparable Athlon-600 system ($CPU + $motherboard). CuMine-600 + DRDRAM + motherboard are likely to cost about as much as Athlon-600 + PC100 + motherboard. In my view PIII-600/440BX combination will be a stronger competitor to Athlon-600 than CuMine/DRDRAM. With a strong marketing campaign, with the help of the "fastest CPU" title and a novelty factor, Athlon systems should sell well (if available). Any mistakes on my part? Any guesses on PIII-600 and Athlon-600 bin splits? How many Athlon systems can be sold into the low-end workstation/server markets? Kap.