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

To: Kevin K. Spurway who wrote (41761)	11/18/1998 10:18:00 AM
From: Elmer	Respond to of 1572508

Re: "Wow, all those Celerons shipped at the expense of the PII. By late next year slot 1 will be dead and only socket 370 and slot 2 will remain." You may be right Kevin, we'll see. EP

To: Kevin K. Spurway who wrote (41761)	11/18/1998 10:43:00 AM
From: Maxwell	Read Replies (1) \| Respond to of 1572508

Kevin: <<Re: "the word "down by the pool" is that Celeron is now shipping at the rate of ~10 million a quarter!" Wow, all those Celerons shipped at the expense of the PII. By late next year slot 1 will be dead and only socket 370 and slot 2 will remain.>> You are absolutely right. These Intelabees are stupid. If AMD continues to ship in excess of 5M K6-2 in Q4 then the CeleronA hasn't stopped AMD. These are the following possible effects: A) Market is growing faster than AMD/NSM/INTC can produce B) Intel is sacrificing PII/Pentium production for CeleronA C) The whole market boils down to low cost PC and thus kill the high price PII. Intel can only stop AMD if A) AMD can't ship all they make B) CeleronA tops K6-2 as the best seller I haven't found any evidence for A) and B). It seems to me the CeleronA is displacing all the Pentium MMX. Maxwell