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


To: Scumbria who wrote (48475)2/4/1999 3:04:00 PM
From: Tenchusatsu  Read Replies (1) | Respond to of 1570711
 
<How is Intel going to produce increased earnings while they proceed with their scorched earth campaign against their competitors?>

Weren't we all wondering this as we saw the Celeron 300A and 333 drop in price like a rock? It sure hasn't hurt those Pentium II sales over Christmas, has it? Meanwhile, Intel decides to push up Celeron's clock speeds to be closer to the top clock speed for Pentium. It's not like Intel to just quickly make a decision like that without some, er, "Constructive Confrontation" from people who share the same fears you do. Don't you think that Intel already factored in the effects of Celeron on Pentium II/III sales? And unlike Jerry "We'll be back in a moment" Sanders, Intel is usually conservative with their predictions.

Tenchusatsu



To: Scumbria who wrote (48475)2/4/1999 3:08:00 PM
From: Jim McMannis  Read Replies (1) | Respond to of 1570711
 
Scumbria,
These roadmaps for AMd seem about right. But the K6-3-450 won't ship in volume in March, IMHO.
sharkyextreme.com

sharkyextreme.com

sharkyextreme.com

K7 appears to be on target for early June release, BTW.




To: Scumbria who wrote (48475)2/4/1999 9:41:00 PM
From: Paul Engel  Respond to of 1570711
 
Scumby - Re: " How is Intel going to produce increased earnings while they proceed with their scorched earth campaign against their competitors? "

1. Yield improvement.

2. Cost reductions through die shrinks.

3. Increasing volume on High ASP Xeons for thje expanding Server and Workstation markets.

4. Introduction of new, higher ASP CPUs - Pentium III, Tanner, Cascades, etc. plus integrated chip sets - Whitney.

Paul