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

To: Elmer who wrote (31940)	4/16/1998 12:09:00 AM
From: Maxwell	Respond to of 1578036

Elmer: <<I don't expect it to last long. Intel will have a PII with on die L2 cache soon enough. >> Give me a break man. You don't know what you are talking about. The PII die size is 131mm^2 already. If INTC is going to add a 256K L1 cache that chip will be about 200mm^2. Do you know what happen when the die size increases? Yield goes down, net die per wafer decreases, and cost goes up. INTC is already biting their profit margin now just to sell the PII Celeron for $150. If they release the PII with 256K cache they will be dead! That chip is not released till the end of the year. It ain't going to be profitable. PII is a lower cost than the PII with integrated 256K cache. Maxwell

To: Elmer who wrote (31940)	4/16/1998 3:33:00 AM
From: Kenith Lee	Respond to of 1578036

I don't expect it to last long. Intel will have a PII with on die L2 cache soon enough. I suggest you ask the question "Is the market willing to pay for Intel's higher performance?". Elmer, Will Intel willing to sell this much larger chip for $100? If yes, than I think the market will accept Intel's higher performance. However, Intel will have to throw away all of the Celery and vanilla P-II lines. What would Intel's margin be? Are you willing to put up your home for margin calls on your Intel's shares? All those speed grades (I am surprised that you did not include 325, 366, and 375mhz) you are bragging about are meaningless unless the price justifies the performance. A 10% gain in clock speed such as 333 over 300 is many times more expensive than the gain in performance. I like brand name consumer items. However, I only buy them if I will keep them for long time or at least get full depreciations out of it. For PC, that a joke and accounting nightmares. There used to be a joke that a brand new car will loose $500 as soon as the new owner drives it out of the dealer's parking lot. For PC, while you are waiting in the cashier's line, the price dropped. Have you wonder why most PC items in major PC stores do not have a price (there's a tag but no price on it) on the box? A rule of thumb is: Always ask the cashier rather there are any price adjustments or rebates. <ggg>