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To: NITT who wrote (111829)9/30/2000 6:31:25 AM
From: Amy J  Respond to of 186894
 
RE: "You can now pick up a highly integrated chipsets pretty cheap and drop a Celeron or PIII next to it.
......
I see this as good for Intel, because if Timna was in the pipeline at an OEM they could not as easily sell up to Pentium. ...the Xscale will squeeze from below for the Appliances and handhelds segments while Celeron and PIII squeeze from above. Not sure that leaves as big a market opportunity in between."
========================================================

Hi Nitt,

Excellent post.

If Celeron's are squeezing from above and if fabs are full because of strong demand as Barrett had claimed, then the current need for Intel to produce Timna decreases.

Regards,
Amy J