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: Kevin K. Spurway who wrote (38203)	10/5/1998 3:19:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 1575189

The complete article that Max quoted... Posted 05/10/98 5:43am by John Lettice Intel sales badly dented by AMD upstarts Intel efforts to beat-off low cost rivals seem to be failing, according to research outfit Computer Intelligence, which says the company's share of US retail sales in August was 54.3 per cent, down from 84.3 per cent a year ago. High-powered clone chips from AMD scored well over the month, and Intel's attempts to 'ring fence' the low-end via Celeron have flopped conspicuously - Celeron machines did badly, PII ones rather better. AMD K6-2 based machines headed Computer Intelligence's league table of the retail 'killing ground,' with HP, Compaq and IBM implementations performing strongly, with an HP K6-2 in the lead and Compaq chalking-up second, third and fourth with an Intel PII, a K6-2 and a Celeron, in that order. Apple's iMac came fifth, and that probably knocked out some of Intel's share, but the strength of AMD overall makes it clear Apple wasn't the problem. Also significant was how badly Packard-Bell did. In the days when it was an Intel loyalist it was the dominant force in retail, but it's gone off the boil in recent years as the big boys have piled in, and its seventh place below IBM makes it clear the company's defection to Cyrix earlier this year (the PB box is Cyrix's best place) wasn't any kind of solution. PB's bail-out from the Intel alliance was a sign of lack of confidence in Intel's Celeron strategy, and the Computer Intelligence figures show how justified this was. As Intel's best performer was a PII 300 MHz in a relatively pricey Compaq, it's obvious that the vendors don't believe in Celeron (which is why they're putting fast PII into retail), and that the punters think they're right, and are voting with their wallets. ® "........ --------- A casual observation at Best Buy shows AMD now dominating the retail PCs on display...throw in some NEC and PB MIIs and a PB Media GX-266 for $598...plus Augusts best seller the HP-K6-2-300 system for $798 and Intel based computers are getting the short end of the stick. Seems the Celeron A has had it's little run with overclockers (now seeing a lot of them that can't overclock) but with retail buyers it's STILL a Celeron...and that name apparently carries a lot of bad Ju Ju... Jim

To: Kevin K. Spurway who wrote (38203)	10/5/1998 3:55:00 PM
From: Tenchusatsu	Respond to of 1575189

It won't. It will compete with the Willamette core, which we know even less about than K7. Not really. We can all guess that K7 is going to be released before Willamette (P7). I wonder if the K7 will be as big a jump from K6 as the P7 will be from P6. If so (and I doubt it, but for argument's sake), then Intel better rethink its plans for Willamette and make sure that its several steps ahead of K7, lest it wants to be leapfrogged once again by some hypothetical K8. Tenchusatsu