Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: AK2004 who wrote (31301)	4/7/1998 7:23:00 PM
From: Richard Tuck	Read Replies (1) \| Respond to of 1571987

Albert, I agree that Intel is just trying to hold down the low end with Celeron, and I agree that the public will view it as the K6 competitor. However, the K6-3D chip will be to the K6 like the Pentium MMX was to the Pentium. It will quickly obsolete the K6. The question is whether the public sees the 3D add-ons as making the K6 equal, or even better in some ways, to the PII. In the late fall, Intel will intro Mendecino at, I would guess, 300 and 333 MHz with the integrated cache. I presume that this chip would end up matched with the K6-3D+ which is supposed to come out at the same time. The good news for AMD will be that it will have a level playing field on the high runners. The bad news is that the margins will be so-so (this is bad for INTC also) unless INTC calls off the dogs (unlikely). Therefore, AMD will have to grab a much higher market share (without any more sweetheart deals with folks like Compaq and IBM) to see the earnings envisioned by the current stock price. Richard