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

To: Jim McMannis who wrote (45600)1/12/1999 2:13:00 PM
From: Paul Engel  Read Replies (1) | Respond to of 1571927
 
Jimbo - Re: " this segment will grow beyond expectations and
margins on these Celeron chips can't be much. '

Ask yourself this - what will be the DIE SIZE of a Celeron produced on a 0.18 micron process ?

And how soon will Intel have it on the market ?

And how will the Celeron "shrink" affect the margins ?

And how will the Celeron "shrink" affect the performance ?

Paul



To: Jim McMannis who wrote (45600)1/12/1999 2:17:00 PM
From: Tony Viola  Respond to of 1571927
 
Jim, Re"...margins on these
Celeron chips can't be much. Maybe the Pentium II and Xeon won't be able to
make up the difference forever. Still my major concern about Intel."

Monster manufacturing machine and price setting leader make it a not to worry situation for me.

Tony


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