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

To: Tenchusatsu who wrote (58761)	5/19/1999 1:44:00 PM
From: Scumbria	Read Replies (1) \| Respond to of 1583406

Ten, Intel themselves is ramping up faster than normal, including the transition from Pentium II to Pentium III and the transition to 0.18 micron technology. Lets say that they get Coppermine to market faster than expected. What do they do after that? I don't see anything interesting until Willamette. Scumbria

To: Tenchusatsu who wrote (58761)	5/19/1999 1:55:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 1583406

Ten, RE:"I don't know why people on this board think that Intel is still in a "wishful thinking" mode. Intel themselves is ramping up faster than normal, including the transition from Pentium II to Pentium III and the transition to 0.18 micron technology" ---- But where is the P7 core? Did Intel put it on the back burner for the sake of the Merced. This is AMDs opening. Jim

To: Tenchusatsu who wrote (58761)	5/19/1999 2:16:00 PM
From: Charles R	Respond to of 1583406

Tenchusatsu, "(Otherwise, Intel would have warned already, citing "competitive pressures.")" Intel set expectations for 57% margins when they actually did 59% last quarter. There is emperical data to suggest that Intel's cost structure got even better this Q. I would estimate that Intel's costs are down at least 2-4% from last quarter depending on 0.18u mix. Another way to look at this is that Intel's ASPs have to drop approx 4-6% not to meet analyst expectations - i.e. an ASP drop of $8-$12. This assumes AMD picking up a little bit of market share from NSM and almost nothing from Intel (i.e. Intel's market share is static to slightly up) If Intel warns it means ASPs have likely dropped below the $8-$12 numbers because the segmentation between PIII and Celeron stopped working (Xeon appears to be doing fine) Chuck