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To: jeff_boyd___ who wrote (21921)12/7/2000 9:40:37 PM
From: Charles RRespond to of 275872
 
You got that just about right except for the government part ;-)

It is all about platform - AMD is struggling with Duron platform and Intel is struggling with P4 platform.

Given enough time these problems will go away - that's why I keep harping about making hay while the sun shines.



To: jeff_boyd___ who wrote (21921)12/7/2000 11:47:56 PM
From: Joe NYCRead Replies (1) | Respond to of 275872
 
Jeff,

So the PIV margins are so low that Intel would have to sell at a loss in order to take market share like they did with the Celeron. That is a key point that I was missing.

The main difference is that P4 will be relied upon to deliver the revenue and profit for Intel. It can't be sacrificed. During the Celeron era, Intel had Pii and Piii that were higher clock speed and delivered all the profits for Intel, so Celeron could be sacrificed.

Joe


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