Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Maxwell who wrote (43503)	12/15/1998 11:00:00 PM
From: Paul Engel	Respond to of 1572942

Maxwell - Re: " By the way, inexpensive computers are in style and demand for such products is selling like hotcakes. " Yep - and Intel is starting to regain some market share from AMD. Paul

To: Maxwell who wrote (43503)	12/15/1998 11:03:00 PM
From: Cirruslvr	Respond to of 1572942

Celeron dumping and weekly price changes Scot posted part of this earlier today, but I thought I should post the first part of it also to put things in proper context. Got this from sharkyextreme.com "One of Sharky Extreme's sharp-eyed readers brought it to our attention that the much ballyhooed Celeron 300 A has been dropping in price at a rate that's disproportional to the rest of Intel's lineup the past four weeks. After talking to the owners of three very large tier-2 system/component vendors in the United States, the consensus is that the market is currently flooded with Celeron 300 As. With inventories beginning to rise to a problematic point, the three vendors we spoke with indicated that they've been dropping the price of the Celeron 300 A themselves, without assistance from Intel. Why isn't the Celeron 300 A selling at the brisk pace it deserves to? All three vendors answered with the same response: AMD. It seems that the K6-2 line is still the first choice of low volume system integrators building PCs designed for the sub-$1,000 market. According to the vendors, they're currently selling the AMD K6-2 300 CPU at a rate that's four times greater than the Intel Celeron 300 A. Sharky Extreme's staff is united in believing that Intel should have dropped the poor-performance evoking "Celeron" name when the speedy A-class models debuted. Too many integrators and customers alike remember the horrendous reviews written by PC Magazine when the Celeron 266 was released without any L2 cache onboard. The Celeron name has been tarnished ever since…" Price changes from prior week: K6-2 300 down 5% to $78 Celeron 300 down 1-2% to $77 Celeron 300A down 7% to $77 Other notables: PII 333 down 12.5% to $207 K6-2 333 up 5% to $98 PII 350 down 6.5% $215 PII 450 up 3.4% to $459 The PII 350 price going down doesn't seem to fit this article theregister.co.uk "Shortage of 350MHz PIIs spreads to 450MHz parts The shortage of 350MHz Pentium IIs now appears to have had a knock on effect on higher end processors, with reports that there is now some difficulty in sourcing 400MHz and 450MHz parts. But Intel is sticking by its official statement it made three weeks ago, when it stated there were some constraints on 350MHz Pentium IIs. That has caused some distributors and dealers to persuade customers to buy 450MHz PIIs instead. However, sources close to Intel suggested that part of the problem was that increased demand in the fourth quarter had caught some of its OEM customers on the hop. The order cycle for OEMs is around 90 days, meaning that increased demand had meant they had underestimated their orders for the fourth quarter of the year. The shortage of 350MHz Pentium IIs still continues, notwithstanding the latest reports. According to Mark Davison, processor product manager of UK distributor Datrontech last week, some of his dealer customers were using 300a and 333MHz Celerons instead. A reader of The Register suggested that a Celeron 300A could "easily be run at 450MHz with no extra cooling". He said: "Celerons with cache are really PIIs, they even have ECC L2 cache." However, Intel has repeated its cautions about end users attempting to make Celerons behave like fully fledged Pentium IIs. Another source at Intel said: "PIIs have 512K L2 running at half core speed, Celerons have 128K L2 running at core speed. PII L2 is off die, Celeron L2 is on die. Only the P6 architecture is shared. Mendocino is a completely different bit of silicon from PII." She said: "Hell, run them at any speed you want. When you blow it up we'll be happy to sell you another because you won't get them under guarantee. It's your call." ® "