Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: ajbrenner who wrote (51138)	2/26/1999 7:38:00 PM
From: TGPTNDR	Read Replies (1) \| Respond to of 1571035

AJB - Re: <If CPQ, IBM, GTW and Cybermax all have K6 III 400 & 450>... Only CPQ has announced the K6-3, and only at 400 MHz, to the best of my knowledge. The K6-2 450 systems by IBM, GTW, and Cybermax are a different kettle of fish. <Will INTC drop Celeron & PII prices even further to try to regain lost market share ?> This is inevitable and ongoing. Price decreases would occur in the absence of other X-86 manufacturers. AMD , NSM, etc. presence will accelerate the price decreases. AMD is going for market volume and recognition.(some profit would be nice, but that can wait.) Re: <how many of these chips did AMD ship in this Qtr> - Unknown, but perhaps we can guess. AMD is making about 6M chips per quarter. Lets guess that 1/3 of them would qualify as K6-2 450 or K6-3 400 in a full production month. Lets pretend that March will be a full production month. That would give you about 600K chips in that mix for the quarter. <Will the PIII really bomb as bad as it seems it might?> As I previously posted, I think the P-III is faced with creation of new masks or recall. INTC pulled off the recall of the flawed Pentium(defective floating point look-up table) back in '96 primarily because there was no competition. It remains to be seen how this debacle will play out. I see NO compelling reason to buy the P-III, in any market, for now. tgptndr

To: ajbrenner who wrote (51138)	2/26/1999 8:07:00 PM
From: DRBES	Respond to of 1571035

re: "Will the PIII really bomb as bad as it seems it might?" YEEEEEEEEEEEEEESSSSSSSSSSSS!!!!!!! Regards, DARBES

To: ajbrenner who wrote (51138)	2/26/1999 9:28:00 PM
From: Trey McAtee	Read Replies (2) \| Respond to of 1571035

aj-- if intc wants to really counter AMD, the only option left is to cut celeron and drop the prices on P2's and P3's down to match AMD. then AMD would hemorrhage money...and so might INTC, but then they could actually beat the company. whats going to happen is that this is going to drag on because INTC lets it. AMD is going to get stronger and INTC is going to feel the pressure. by the time they do follow the strategy i have outlined, it will be too late. all thats saving INTC now is the billions they have spent on marketing over the years. good luck to all, trey