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

To: tejek who wrote (96819)	3/4/2000 7:05:00 PM
From: Charles R	Respond to of 1571833

Ted, <But even at 100MHz stepups, in my view the industry is moving to quickly.> Yes. <Can AMD and Intel maintain the level of research required to keep the current rate of MHz/GHz upgrades? I don't think so.> Right now, I do not see any problem with 100MHz every 1 1/2 months for the next 12 months. <When that stops, what happens to the consumer market. Are we cannibalizing future sales with this speed race? I don't know.> Who ever has the edge at the moment will continue to push it so I do not see this stopping for another 2 years unless Sledgehammer gets into trouble. (then Intel can go for a more relaxed pace until AMD gets something that can scale as well with MHz.) <I just have a strong fear that a price will be paid for the current fast track that AMD and Intel are on.> The future for CPU guys depends on next generation applications. If the industry can comeup with killer applications that can chewup the extra MHz as they become available the race will go on and everyone will be fat, dumb and happy. Otherwise, Timna kind of products will cover the lion share of CPU shipments and the speed race will be relevant only for a much smaller market segment. I personally cannot find a reason for an average consumer to pay more than about $600 for a PC (excluding monitor). This price point should go to sub $400 by the end of the year with next generation (256Mb PC133) DRAMS and Timna class products. Chuck