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

To: Elmer who wrote (41319)	11/12/1998 11:33:00 AM
From: Jim McMannis	Respond to of 1571807

Elmer, Personally, I guess the cost of a Celeron A at between $50-54 relative to the K6 at 35-38. So I don't have a problem with your $50 mark. RE:"When the K6-3 appears, AMD's costs will obviously go up and capacity will go down yet it will compete mostly against the Celeron which is already shipping into the low cost market at 2x the K6-2 rate with the ability to drive prices significantly lower while still offering Intel reasonable returns." ------- Perhaps this is one reason why AMD is in no hurry to get the K6-3 to market. They need Mhzs at higher than what the Celerons have even though the K6-3 should blow away the Celeron clock for clock. I would think AMD would like to position the K6-3 against the Pentium II and Katmaiand not have to price it against the the Celeron. Let the K6-2 do that. Jim