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

To: Joey Smith who wrote (44508)	1/1/1999 11:20:00 AM
From: Bill Jackson	Read Replies (2) \| Respond to of 1571828

Joey, With a 66 Mhz bus the celeron moves to the bottom of the pack and AMD products with 100 Mhz bus will find a price point at or above them? One fine day the celerons will get a 100 Mhz bus, maybe?, maybe not as that will parasitise P-II sales, but Intel may decide that if they are going to lose those sales to AMD chips then they might as well lose them to their own chips and bring a 100 Mhz celeron out for sale?, hard to say as the crowd hits the barrier of diminishing returns where even large CPU speed increments yield only 3-6% increase in overall performance and as a result the difference between all the 400 Mhz and up processors could well be a max of around 20% and that is no reason to mortgage the house when a $200 AMD/Celeron will work 80-90% as fast. perhaps one fine day AMD will match Intel at speed? and then what will Intel have to keep the barbarians at bay? The flash signature chip? Possibly, as the software people will love it and if they write it into their software that each box needs to have that then AMD and Cyrix etc will be cut off at the pass. All the dongle makers will go broke too. Or maybe people will not buy it at al?, remember how Lotus shot itself to death with copy protection? Bill

To: Joey Smith who wrote (44508)	1/1/1999 11:26:00 AM
From: Maxwell	Read Replies (1) \| Respond to of 1571828

Joey: <<Keep dreaming. The sole reason for K6-2 price cuts is due to Celeron 400, AMD's worst night-mare. Check out this glowing review. Intel's segmentation strategy for 1999 is clear: Celeron, Katmai, and Xeon. AMD will be scrambling all year long to keep up.>> Why should a consumer buy a PII over a Celeron? Segmentation only works if there is a differential performance of the Celeron to PII. In this case it is just a name. Is Intel out to cheat consumers by creating a false image? What I see is the quick death of PII when the Katmai comes out. But then who would want to pay 2X just for the 3DNOW Copied? Maxwell

To: Joey Smith who wrote (44508)	1/1/1999 12:17:00 PM
From: Brian Hutcheson	Read Replies (2) \| Respond to of 1571828

Joey , RE. Keep Dreaming I suggest you read John Dessaur's commentary on the New Economy I.E. The intense competitive pressures of a global economy . To Quote :- "All your wealth is at risk if you bet on yesterday's winners" "No Company no matter how dominant it once was - is immune to today's incredible competitive pressure" "Many of yesterday's champion investments will become today's money drains" If you look at how Intel has backtracked on its designs i.e. from PII mboards to Celeron style , going from Slot 1 to socket 370 . It is evident that Intel is now in reactive mode of operation rather than proactive . AMD is pressuring them , why ? Because this has always been AMD's plan , to produce Lower cost , equal to or better than Intel CPUs . Now Intel is gaining sales but at the expense first of all at profitability on their low end and later at the expense of their high end . Their price slashing as others have pointed out will decrease the appeal of PII , but not only that but with the release of K6-3 and K7 there will be even less ability to reap very gross profits that Intel and its investors have been used to . Wake up Joey , you liked a no brainer investment but there isn't such a thing now in the new economy . The difference now from previous years for AMD are twofold :- AMD has the working silicon of superior designs and also has the means of production . This adds up to much more competitive pressure from AMD .That is why Tom Kurlak has AMD as his top Tech pick of '99 and not Intel. Brian