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: Jim McMannis who wrote (36431)	8/28/1998 4:17:00 AM
From: Tenchusatsu	Respond to of 1572384

Jim, The best point you made is that AMD needs to have and advertising campaign for 3DNOW! I guess it's pretty obvious to you or me. I wonder why it isn't that obvious to AMD. After all, if Apple can convince some people that the G3 is "twice as fast as a Pentium II," even though that's only on one synthetic benchmark, imagine the ads AMD can broadcast claiming how its Quake II performance can be up to double that of an equivalently-priced Intel processor. Even if the results are debatable, it won't matter since it's just an ad. My die size argument is mainly to show that AMD can make a profit and that Intel can only squeeze profits so much. You also doubted how AMD could make K6-2s for $35. It was necessary to use the die size to illustrate that. It's been hashed over many times on this BB OK, I now understand where your argument comes from. I hope you understand as well where my doubt was coming from. Yet Jerry Sanders stated that ASP must rise over $100 before AMD can see a profit. To me, it sounded like you were arguing that AMD can make a profit off of an ASP of $50, which contradicts Jerry's own statements. Now what do you think the Katmai will sell for? Starting at 450 MHz...this will be Intel's new flagship line and replace the Pentium II which has already seen it's better days. I think Intel itself has already seen it's better days. Now Intel is gearing up for some serious competition, which is very healthy for Intel in the long run. Too bad the same can't be said for that little empire in Redmond. The price of the Katmai? Tom's Hardware Guide states that Katmai 450 will start at $580, and Katmai 500 will start at $820. But you can bet that Intel will drive that price down in an instant if it felt that AMD is encroaching upon Katmai's territory, or if 3D-Now has more market penetration than originally predicted. And remember that Intel no longer underestimates AMD anymore. I plan to upgrade to a Katmai once the Camino chipset with RDRAM is launched. If AMD stumbles, Intel's profit margins will rise, as will my INTC shares. If AMD does better, well, at least I'll be able to buy that Katmai for a lot less. Celeron A will be taken to 366/66 and 400/66/100 next year. Heck, it already runs that fast. Wonder why? No, Intel isn't underclocking its Mendocino Celerons. Tom's Hardware Guide can be misleading at times. I certainly wouldn't trust anything to run 50% beyond its stated limits. Besides, if Intel could truly push Mendocino to run at 450/100, don't you think they'd replace their entire line of Celerons and Pentium IIs with high-speed Mendocinos, but keep the Celeron and Pentium II brand names? Since Intel is still going with backside commodity BSRAMs for the P2-400 and 450, we can assume that Intel doesn't trust that Mendocino will run at those speeds.