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

To: Buckwheat who wrote (33621)	6/28/1998 8:11:00 PM
From: Ed	Read Replies (1) \| Respond to of 1571808

Buckwheat, I agree with what you are saying, but Intel's problems don't help AMD. On the contrary, it creates a price war that does not help AMD or Intel. I would be happier if the demand for chips was higher - then AMD would be able to sell more without any price pressure. Realistically, AMD will not do well if Intel is struggling. The only exception is if somebody blows up couple of Intel's factories and Intel can't meet the demand. Any volunteers? (just joking!!!)

To: Buckwheat who wrote (33621)	6/28/1998 11:03:00 PM
From: Time Traveler	Respond to of 1571808

The Celeron, also fondly referred as Celery by folks who are very jealous of Intel's success, is not Intel's worst night. This chip is not competing against P-II with L2 cache. There are always amateurs who demand really low-end systems as long as they can write dear-john letters and surfacing the internet with slower loading web-pages. This is where the Celeron comes in. Intel at this moment has gotten this segment of the market covered. People who claim that Celeron is competing against P-II with L2 cache really do not understand the difference between Celeron and regular Deschutte. Despite your lack of understanding of the difference between Celeron and Deschutte, you brought us a very good point. It is that Celeron sales is going to lower Intel's profit margin. Well, at least the most expensive part of P-II is taken out. That is, for your information, the cost to integrate such a high performance L2 cache. The Socket 470 is still very vague. As far as Time Traveler knows at this point, it is not Socket-7 compatible. Does it look like Intel is trying to promote the out-of-date Socket-7? One of the main reason to dump Socket-7 is still the operating frequency of the CPU. It is absolutely amazing for AMD to be able to take the speed up to 300MHz. AMD's engineering feat really amazes Time Traveler and Intel engineers. AMD, despite quarter-after-quarter of losing money, is still a world class company and a very serious threat to Intel. Good luck to AMD and with great regards to you, Time Traveler

To: Buckwheat who wrote (33621)	6/28/1998 11:29:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 1571808

BuckWheat - Re: " How many Dell and Gateway Celeron products are available at the moment?" Here's a Celeron product from Dell. I could fing no AMD products from Dell - Score: Celeron 1, AMD 0. Paul {==========================} dell.com DELL BROADENS OPTIPLEX DESKTOP FAMILY WITH NEW G1 AND E1 MODELS FOR MAINSTREAM AND VALUE CUSTOMERS OptiPlex Family Crosses Commercial Desktop Segments, From Power to Basic ROUND ROCK, Texas, June 8, 1998 -- Dell Computer Corporation (Nasdaq:DELL), the world's leading direct computer systems company, today expanded its OptiPlexr family of business and institutional desktop PCs with two new managed PCs, the OptiPlex G1 and OptiPlex E1, designed to provide outstanding price/performance and value for a wide range of customer needs. The OptiPlex G1 and E1 follow on the heels of the highly successful OptiPlex GX1, launched in April and targeted to business power desktop PC users. With today's announcement, the entire OptiPlex family now incorporates processors based on Intel's P6 microarchitecture and addresses all desktop PC business and institutional customer segments, from power to basic. OptiPlex systems are eligible to carry the NSTL Hardware Tested Year 2000-compliant logo and integrate many of the latest industry-standard technologies to help customers manage the cost of operating their networks. "The OptiPlex G1 PC is ideal for users who want affordable Pentiumr II performance with flexibility and expandability on their desktop," said Carl Stolle, vice president and general manager, OptiPlex product group. "The CeleronT processor-based OptiPlex E1 will appeal to customers who use basic applications in single-tasking environments." Dell plans to begin taking orders for the OptiPlex E1 in mid-June and the OptiPlex G1 in late June. OptiPlex E1 The OptiPlex E1 is Dell's first system based on the new Celeron processor, which provides basic integer, floating point and multimedia performance for applications running on operating systems such as Windows 95 and Windows NTr. Dell expects the OptiPlex E1 to appeal to customers who want to replace "green screen" terminals and 386/486 processor-based systems. The price of an OptiPlex E1 configured with the 300MHz Celeron processor, 32MB SDRAM hard drive, integrated ATI Rage IIC AGP video with 2MB video memory, integrated 3Com 10/100 Wake-up On LAN networking capability and Windows 95 is $1,077. Including a 15-inch monitor (13.7-inch v.i.s), the price is $1,326. Other options include up to 256MB SDRAM, EIDE hard drives up to 4.3GB and up to 4MB video memory. Manageability Features Both the OptiPlex G1 and E1 incorporate industry-standard asset, configuration, fault and security management technologies as part of Dell's OpenManageT systems management strategy. Features include support for remote networked BIOS flash, SMART disk system monitoring and alerts, chassis intrusion alert, property ownership tag and configuration change monitoring. Other industry-standard manageability features include Desktop Management Interface (DMI) 2.0, Wired for Management (WfM) support, remote system boot and configuration capability and administrator password capability. Customers can download Dell's OpenManage Client Administrator 4.2 software at www.dell.com/openmanage/client.htm to take full advantage of the products' management capabilities. More information on the OptiPlex PC family can be found on Dell's Internet site at www.dell.com/products/optiplex/index.htm. Information on Dell OpenManage can be found at www.dell.com/openmanage/. Ranked No. 125 in the Fortune 500r companies, Dell Computer Corporation is the world's leading direct computer systems company, based on revenues of $13.6 billion for the past four quarters. Dell designs and customizes products and services to end-user requirements, and offers an extensive selection of peripherals and software through the DellWarer program. Information on Dell and its products can be obtained through its toll-free number 1-800-388-8542 or by accessing the Dell World Wide Web server at www.dell.com. ### Dell and OptiPlex are registered trademarks, OpenManage is a trademark and DellWare is a registered service mark of Dell Computer Corporation. Intel and Pentium are registered trademarks and Celeron is a trademark of Intel Corporation. Microsoft, Windows and Windows NT are registered trademarks of Microsoft Corp. 3Com is a registered trademark of 3Com Corporation. Fortune 500 is a registered trademark of Time Inc. Dell disclaims any proprietary interest in the marks and names of others. Prices and specifications are valid in the U.S. only and are subject to change without notice. Sample configurations and prices include 3-year limited warranty service (3-year parts/labor onsite service). For a complete copy of Dell's guarantees and warranties, write to Dell USA L.P., One Dell Way, Round Rock, TX 78682, Attn: Warranty. On-site service provided by independent third party provider. On-site service may not be available in certain remote areas. * 14X minimum/32X maximum variable speed CD-ROM

To: Buckwheat who wrote (33621)	6/28/1998 11:52:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 1571808

BuckWheat - Re: "1) Sub-standard performance. " Is the Celeron faster than a 166 MKhz K6? A 200 MHz K6? Are you admitting that the K6 is then substandard? The Celeron performs perfectly well - setting a very good standard for price/performance. Re: "2) Every Celeron that is sold is taking market share away from the higher margin PIIs." You are 180 degrees from the truth. Intel's Celeron BRANDING - establishing a lower cost solution with excellent price/performance - creates an impressive Value Proposition, providing a unique offering for price conscious consumers. The Celeron Brand leaves in tact Intel's Pentium II brand name and the effective stratification of higher performance CPUs for higher price points. The Celeron now sits even with the K6-2/300 MHz CPU in the pecking order - and competes with AMD at the "low end". Haven't you noticed the slump in AMD sales since the Celeron introduction? Re: "The "Medicine" chip that you mentioned will further dilute high margin PII sales and blur the performance line between PII and low end." No - I think the Mendocino will deal another body-blow to AMD and Cyrix - SUPERB performance at the low cost end of the spectrum. Again, Intel will be able to market 450 MHz CPUs - using DIXON - the Pentium II with 256 KiloBytes of on board L2 cache. This will be a SCREAMER! Re: "The 470 socket is yet another shot in the foot for Intel. " Then why is AMD limping? Re: " Exactly what is Intel's chip/bus roadmap for the next 12 months?" It looks pretty good! Faster parts, lower prices, new members - Mendocino, Dixon, Whitney, Katmai, Coppermine, Banister...and Xeon! Paul

To: Buckwheat who wrote (33621)	6/29/1998 10:30:00 AM
From: Jim Patterson	Respond to of 1571808

Thanks Buckwheat, You saved my from getting into it big time with Paul. I agree,AMD's stocks biggest problem is lack of investor confidence. CPQ and IBM have made a huge push with K6s into the consumer market. I hope for INTCs sake that there are not a lot of IT buy decesion makers that pick up one of these cheep AMD PCs for their kids. They just might notice that these cheep technicaly inferior un capable machines are....well pretty darn good and fast to boot. Jim PS, Medicin chip for the celery chip, I like that :)