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

To: Paul Engel who wrote (33470)	6/21/1998 11:53:00 AM
From: Maxwell	Respond to of 1571927

Dr. Engel: I wouldn't worry too much about AMD if I was you. Xeon will be selling like hot cakes and outsell K6-2. In the mean time check out this article pcgamerz.com Maxwell

To: Paul Engel who wrote (33470)	6/21/1998 12:46:00 PM
From: Jim McMannis	Respond to of 1571927

Paul, RE:"I think you are worried sh*tless that Intel's rising Celeron sales will keep AMD and NSM/Cyrix in the "Red Zone"" I'm not nearly as worried about that as I am seeing the Celeron/Mendocino cannibalize the Pentium II. Why be your own worst enemy. Let's face it, the best thing about the Celeron is Intels marketing muscle. But does Intel want to market itself to lower earnings. In todays flyers the Celerons are well represented as are the K6s. It's the Pentium II adds that are sliding. The consumer market is all heading to the low end...Intel might be sucking itself into a black hole. Jim

To: Paul Engel who wrote (33470)	6/21/1998 4:00:00 PM
From: Profits	Read Replies (4) \| Respond to of 1571927

Paul, I think Intel (as well as you) should be worried sh*tless about the failure of the Celeron in the market. The retail segment doesn't want the lowest performance processor (Celeron-266 is lower performance than the Pentium MMX 233). So you better hope that the Celeron (or Mendocino) doesn't capture Pentium II marketshare. One thing is for sure. The K6-2 3D processor and subsequent K6-3 processor will eat into Intel's marketshare. Every single PC manufacturer in the top 10 (with the exception of DELLeron) will announce a platform based on the K6-2. The retailers are demanding that PC manufacturers offer low end boxes (<$799)based on Cyrix and mid-range boxes (<$1099) based on AMD. And since there are no problems with manufacturing, AMD's challenge now appears to be in selling everything they can build. And their momentum appears to be growing. Patience is a virtue. And PROFITS will be forthcoming. PROFITS