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

To: Yousef who wrote (41762)	11/18/1998 9:49:00 AM
From: Jim McMannis	Read Replies (2) \| Respond to of 1572601

Yousef, Re: "And they said the Celeron was a piece of sit. Does that make AMD only 1/2 a piece of sit?" I think it was either Jim or Maxwell that coined that "catchy phrase" ... Too much inside information, IMHO. <hint,hint ... wink,wink>" ---- The Celeron "AAAAAAAA" is a good chip...the Celeron (no cache) wasn't so good...Now can we put this to rest? Intel sold approx 9 million Pentium Classic & MMXs last quarter. I would imagine that the Celeron "AAAAAAA" will have to fill some of the void. Duh! You think I don't know that Intel is still the premier cpu maker in the world? You act like anyone that owns AMD stock doesn't know that. Get a grip, Yousef. It will probably fill some of the Pentium IIs space too. Frankly I'm a little worried about Intel making that many Celerons since the 300A, 333 now sell for $102 and $114 on price watch. Like Ross used to say...can you hear the giant sucking sound in ASPs for Intel? Wait, Intel went to great lengths to convince the market that Slot one was the way to go. Now it's Slot 2 and Socket 370...wha happened? Jim

To: Yousef who wrote (41762)	11/18/1998 10:03:00 AM
From: Kevin K. Spurway	Respond to of 1572601

Re: "And they said the Celeron was a piece of sit. Does that make AMD only 1/2 a piece of sit?" When everyone was mocking the Celeron, it was a completely different chip than it is today. You're comparing apples and oranges. I would expect more from someone who claims to know something about the industry. Celeron's success comes for two reasons: (1) AMD can't make enough chips to supply the low end and (2) Intel decided the PII was too expensive to manufacture so they jury-rigged the Celeron to compete in the low cost segment. If Celeron didn't exist, I can assure you that Intel would be selling a PII for every Celeron they sell today. Celeron isn't out there in the market kicking ass, but it is reducing costs for Intel and to that extent it allows Intel to limit AMD's profits from the low end of the market more easily than if Intel had just stuck with the PII. This is Intel's strategy for dealing with AMD--to hold off AMD in the low end so AMD doesn't have the development money to compete in the high end, where Intel derives the bulk of its profits. Socket 370 is the next logical step in this strategy, because it makes the Celeron infrastructure more cost competitive with the K6 infrastructure. Kevin

To: Yousef who wrote (41762)	11/18/1998 1:05:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 1572601

Elmer: And they said the Celeron was a piece of sit. Does that make AMD only 1/2 a piece of sit? Yousef: I think it was either Jim or Maxwell that coined that "catchy phrase" ... No, actually it was Jerry Sanders himself. In an interview, he referred to Intel's initial response to AMD's sub-$1000 success as "that piece of s--t Celeron." Mr. Flambuoyant himself, the one whose own pinstripes on his suit bears his name, has to resort to foul language when he talks about his arch-rival. And Atiq Raza mentioned that Jerry was his mentor. Hopefully Atiq doesn't carry away any of Jerry's negative attributes. Tenchusatsu