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To: Logos who wrote (60264)	7/14/1998 9:33:00 PM
From: Lev Belov	Respond to of 186894

The sub-1K computers are here to stay, and Intel has been attacked by the press and analysts for not having a good offering there. That's why Celeron is so important. They don't need to prove that they're good at the high-end, the everyone already knows this.

To: Logos who wrote (60264)	7/14/1998 10:00:00 PM
From: Darren	Read Replies (1) \| Respond to of 186894

Why would Intel keep harping on the Celeron when all the analysts there know that AMD has a far superior product to it but has nothing to match the PII 400 MHZ? Sound bytes. Marketing wins chip wars, not good product. For example, see MSFT vs. the world...

To: Logos who wrote (60264)	7/14/1998 10:21:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Logos - Re: " Why would Intel keep harping on the Celeron when all the analysts there know that AMD has a far superior product to it but has nothing to match the PII 400 MHZ? " Because Intel will be releasing the Mendocino version of Celeron next month - and they have been testing it for the past month and a half. If you think AMD had a bad quarter last quarter, wait until Mendocino units start shipping - which will be real soon now. Paul

To: Logos who wrote (60264)	7/14/1998 10:26:00 PM
From: Jeff Fox	Read Replies (1) \| Respond to of 186894

Logos, re:"the guys from Intel kept talking about the Celeron (and also about the Xeon and so on, of course). I, for one, was a bit disturbed by how important the Celeron seemed to them, since I'd always thought (like the analysts, apparantly) that the Celeron was just a stop-gap and that the real money was in the top end of the PII and the PII Xeon." The difficultly resides in a different perspective. You likely think of Celeron as the product - cachless 266 PII, whereas Intel thinks of it as the market segment and a long term business. The Intel guys are now living with the next Celeron you know as Mendocino. This part has 128KB L2 cache that runs at processor clock speed - right - that is twice as fast as Pentium II product. Mendocino will change the landscape of the low in PCs. And - oh yes - there will be plenty of future Celeron products to follow Mendocino at ever better price/performance points. Jeff

To: Logos who wrote (60264)	7/14/1998 10:37:00 PM
From: Jules V	Read Replies (2) \| Respond to of 186894

Maybe this is why. The sub-$1000 computer market is now Compaq's most profitable line exchange2000.com Very confusing. SI pundits first said there was no sub-1000, then over and over that the above was not going to happen. Also - Gross Margins of 49% - not supposed to happen. Its enough to make one cynical. So just how profitable is Celeron? Still waiting to see if the never no no computer on a chip line (a la MGX) eventually goes down in flames too.