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

To: Maxwell who wrote (44551)	1/1/1999 5:41:00 PM
From: Joey Smith	Read Replies (2) \| Respond to of 1572033

re:As consumers become more aware of PCs and realizing that the PCs will be obsolete in 6 months no one will be willing to buy an expensive computer. You obviously don't have a clue about Intel's business model. Hint: a few weeks ago, Intel said margins going up (not down) and many analysts are saying Intel ASPs are actually rising a bit. Intel has the luxury of many market segments, unlike AMD. One thing is certain, though. AMD has been forced to slash their top-of-the-line chip prices, and this will go straight to their bottom-line. I can't wait to see Jerry squirm his way out of this one in a couple of days!!! joey

To: Maxwell who wrote (44551)	1/1/1999 5:54:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 1572033

<The real reason that there is a shortage of PII because Intel has shifted significant portion of their manufacturing to CeleronA.> So Intel in its paranoia overestimated the impact of the sub-$1000 market. This is only good news for Intel, as it shows that demand for the higher-margin Pentium II is still strong and healthy. Joey is right. The sub-$1000 and sub-$800 markets are having less impact on high-end demand than even Intel thought. Tenchusatsu

To: Maxwell who wrote (44551)	1/2/1999 7:31:00 AM
From: Paul Engel	Read Replies (1) \| Respond to of 1572033

Maxwell - Re: " The question is how much of manufacturing capacity has Intel shifted from PII to Celeron. " You, like so many of your "BLINKERED" friends are ignoring REALITY ! Intel's Celeron production is displacing the older Pentium MMX production ! That's why Intel's ASPs are holding steady or rising - because the Celerons, as cheap as they are - are REPLACING EVEN CHEAPER PENTIUM MMX's ! Intel continues to increase their Pentium II Production ! Remember, Max - Intel is estimated to be shipping 8 MILLION CELERONS this quarter. But Intel is also estimated to be shipping as many as 27 MILLION CPUS TOTAL this quarter. Do the, math, Max ! That leaves about 15 0r 16 million Pentium II's and Xeons and 2 or 3 million Mobile Pentium MMX's. You are so "blinkered" (TM The Hutch) that you are ignoring the COMPLETELY OBVIOUS ! Paul