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

To: Cirruslvr who wrote (44715)	1/4/1999 12:16:00 AM
From: Paul Engel	Read Replies (3) \| Respond to of 1572719

Cringe - Re: "So you think the Celerons will be immune to the KNI effect? Do you think Celerons are going to be Intel's panacea? " You don't understand Intel's segmentation strategy - the strategy that has helped AMD lower their 400 MHz K6-2's from $285 to $160 in just a few weeks ! Intel's Celeron is targeted at the cost sensitive market segment - and it will sell on price and reasonably good performance. The REAL performance market will be transitioned to Pentium III/Katmai where Intel will maintain excellent ASPs and high performance - and AMD won't be able to match it in features - even with the Sharp-eye chip - which clearly will not have KNI. Thus Sharp-eye will have to fight it out in the trenches with Intel's Celerons. And Intel's DIXON - a 256K L2 on chip cache version of the Mendocino, which can run at 1.6 volts - will dominate in the high end notebook segment. I can hear you cringeing through the Internet Wires ! Paul