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To: dale_laroy who wrote (47388)	7/12/2001 9:07:17 PM
From: ptanner	Respond to of 275872

Dale, Re: "What you are overlooking is that Intel has only been slashing the prices of the P4, which hasn't been selling very well. Price cuts on the popular Celeron and PIII have not been nearly as great." Funny you should mention this because my most recent distributor pricelist noted the following, FWIW: "Intel announced that they will drop prices on some CPUs by the end of the month. Celeron 700FCPGA is one of those CPUs that will be dropped down in prices. We do not know exactly which other CPUs are going to be affected! Nor do we know when exactly what day that will take place!" Market share competition during a major lull in demand while Intel is trying to transition to P4 platform... the resulting pricing pressure is eerily similar to that exhibited for memory over the last six months. System cost differential (Athlon - P4) dropped considerably with both CPU and memory price drops on an absolute basis and become less and less significant on a relative basis. An extra $15 for 256MB SDRAM instead of 128MB? And at 256MB RDRAM is $115 vs $45 for DDR. I could spend more on a nice (but not exorbitant) case or mainstream motherboard than the CPU + memory for a reasonably powerful system. And I do not believe we will return to the days of higher memory per system cost (even as systems move from 128MB to 256MB). I do hope there is a little more relief in the CPU market but how this relief will be obtained? I don't know. Certainly AMD pushing the 760MP would be useful (users don't need to the performance and won't realize any benefits but that has been true of single processor systems for most users for a while) -- but I am not certain there is enough interest in using a dual-capable OS (Win NT, 2K, unix, or WinXP Pro) so this would probably be limited to the enthusiast market. (Yes, I am one of those waiting for an enthusiast 760MP motherboard...) -PT