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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (40053)	10/25/1998 4:46:00 PM
From: Scumbria	Read Replies (1) \| Respond to of 1573824

Paul, AMD's business will be severely constrained unless they DROP their 350 MHz K6-2 down to $100 or less. That would imply that AMD's short term success depends heavily on the yields at 400 MHz. Scumbria

To: Paul Engel who wrote (40053)	10/25/1998 5:26:00 PM
From: Buckwheat	Read Replies (2) \| Respond to of 1573824

RE: [Intel Celerons are the most pervasive CPU in the sub $1000 category and the 333 MHz Celeron PCs seem to be priced less than most of the 350 MHz K6-2 machines.] If the Celeron is such a success, why do PII models/steps (SL2W6, SL2W7, SL2W8, SL2YK, SL2VY) that test out to 450 mhz and beyond have to be diverted to PII 300 production? Isn't this the range that the Celeron is supposed to compete in? Just curious... Buckwheat

To: Paul Engel who wrote (40053)	10/25/1998 11:33:00 PM
From: Brian Hutcheson	Read Replies (4) \| Respond to of 1573824

Paul , that sounds like your usual hogwash If you check prices on Pricewatch the lowest K6-2 350 undercuts Celeron by $11 ,also the slit1 Mboard also is more expensive . So if the OEMs are selling for less then they must be making less in profit . That must really please them . Now factor in Intel's cost of production for Celery 333 at $70 vs K6-2 at $35 and you can see that Intel would really be raking it in . Also unlike Intel investors like yourself , PC mfrs (with the exception of Dell) have no love for Intel and do not want to return to the old days of an Intel monopoly so they will avoid giving Intel any breaks . Now they have a credible alternate source for CPUs they will ensure that it stays around despite the heavy handed attempts by Intel . Brian PS Your posts tell me that your are still the same old deceptive Intel investor you have always been but are now trying to hide behind the cloak of a supposed AMD investor . AMD's VP Sales comment about attacking Intel at the high end and notebook CPUs this quarter sound good what do you think as an AMD? investor .