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Technology Stocks : PC Sector Round Table -- Ignore unavailable to you. Want to Upgrade?

To: Mark Oliver who wrote (1095)	10/20/1998 5:00:00 PM
From: Pierre-X	Read Replies (2) \| Respond to of 2025

AMD's star will continue to rise as long as the average price of the entire system continues to fall, as a simple result of component supply elasticity. Nowdays a Pentium II-300 goes for around $300, and a K6-2-300 goes for around $140. Clearly the difference of $160 has a tremendous impact on the total system cost of machines priced below $1000. Although comparability of performance between the P2 and K6-2 is debatable, PC vendors can promote a "300 Mhz" system and save $160. Now Intel has returned fire with the 2nd gen Celeron series, which are being very favorably received. According to the latest Intel cc, Celerons are outselling K6-2 CPUs. Unsurprising given that the Celeron 300a goes for around $150, destroying the price advantage previously enjoyed by AMD. The article you referenced claimed that "Intel is still playing catch-up" with respect to AMD's 3D-Now instruction set, but this is misleading given that few PC buyers know about or even care what 3D-Now is. With Katmai New Instructions on the horizon, I'll wager the actual market impact of 3D-Now has been and will continue to be trivial. I personally recommend C300a systems to all new PC buyers, avoiding AMD's infamously slow floating point core.