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To: Shahen Petrosian who wrote (51867)4/1/1998 8:45:00 PM
From: Joe NYC  Read Replies (1) | Respond to of 186894
 
Shahen,

Don't you think Intel can get away with doing this and maintaining margins as the higher end chips hit the market?

Yes. As long as people are willing to pay the premium for buying the chips at the time when they are the most expensive.

The danger is that people will realize that your latest and greatest chip which costs $900 when it is released becomes a $300 chip in 6 months. Your average consumer may just decide to buy the latest and greatest chip 6 months after it's release and save a bundle.

Joe



To: Shahen Petrosian who wrote (51867)4/1/1998 10:52:00 PM
From: Jim McMannis  Read Replies (1) | Respond to of 186894
 
Shahen,
RE: "

What happens to AMD if Intel decides to slap some L2 cache on
the Celeron to compete better against the K6 in the sub zero
sector? With 400+ Mhz chips being announced this month the
price of the lower end chips such as Celeron is bound to drop.
Don't you think Intel can get away with doing this and
maintaining margins as the higher end chips hit the market?

Earth to Shahen, If they do that the cannibalize the Pentium II...and cut margins.

Jim



To: Shahen Petrosian who wrote (51867)4/2/1998 2:39:00 AM
From: AK2004  Respond to of 186894
 
Shahen
I thought that that was the plan to add more cache to celeron and call it m-something. Amd k6-3d are due by then and it would be still the same picture. I do not think that intel would maintain margins either way.
-Albert