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

To: Scumbria who wrote (115464)	6/11/2000 3:44:00 PM
From: Charles R	Respond to of 1572021

Scumbria, <We have heard that story from Intel before. Last time they called it a "new stepping". Still nothing faster than 750MHz in the stores.> Shrinks and steppings help Intel narrow the gap - I don't think any knowledgeable folks are talking about the gap being closed. (Otherwise, we probably would have a little bit more of PB or Paul on this thread. Don't you think?) As far as the retail SKUs are concerned that can be a bit misleading. Clearly, Intel's top speed bins are going to Dell and business SKUs from other OEMs. I think the center of the distribution movedup by about 50-100MHz after the last stepping. And we may get another 100MHz or so with the shrink. The advantage Intel has is the streamlined production of PIIIs and Celerons from the CuMine die. Nonetheless, it is extremely difficult to compete with a Thunderbird that starts at 750. Intel is toast at the high-end without Wilamette and almost everyone knows it. The question really is when AMD gets enough business SKUs to exploit this. Chuck