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: Joey Smith who wrote (35431)	8/2/1998 11:18:00 PM
From: Maxwell	Respond to of 1574854

Joey: If you look at the price of the K6-2 system and the Celeron system the price difference is only about $100 in the range of $900-$1000 where as PII is in the $1500-$2500. Thus AMD is NOT IN THE MIDDLE. Your assumption is that Celeron is going to take market share from K6-2 is wrong. By pushing for the Celeron, brand name loyal customers will be given a choice to consider a lower price system. The result is that the Celeron will compete with the PII. This strategy will kill Intel ability to charge consumer outrageous price for the CPU. Your theory of "segmentation" is what you hope for but I think it is wishful thinking. The other thing you must consider is that many people who have bought non-Intel CPU has been performance/price conscious people. And so far K6-2 is still the better price/performance to Intel Celeron and PII and even the Celeron A. <<..watch AMD's market share shrink in sub-$1000 in Q3 as Celeron takes the bite out of K6. >> Do you want to bet me this? AMD will sell at least 3.5M-4M CPUs in Q3. If they achieve this don't tell me that their market share will shrink. By the way DirectX 6.0 is just released yesterday. This driver will unlock the K6-2 3DNow potential. This driver will do PII and Celeron little good. Maxwell