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


To: Process Boy who wrote (59025)5/20/1999 5:11:00 PM
From: kash johal  Respond to of 1583403
 
PB,

Re:" The reports that higher end demand will vanish are premature at this point, IMHO. Of course, this scenario would hurt both companies until one or both readjusted their business plans. I, as an intellabee, am sure glad Intel has the Xeon line as somewhat of a hedge against the unthinkable above. You are talking about the PIII market segment going away, right? "

Yes, my comments are in regard to the PIII/Coppermine.

I don't know all the differences between Coppermine vs Celeron but as I understand it they are (as far as Q4 99 production):

1. 256 vs 128 K on chip cache.
2. 133Mhz FSB vs 66Mhz FSB.
3. SSE vs MMX
4. Clock speeds of 600Mhz vs 500Mhz for Celeron.

Now the KIII vs Celeron will be positioned as follows:

1. 256 vs 12K on chip cache
2. 133 vs 66 FSB
3. 3dnow vs MMX
4. Similar clock speeds

Personally I hope that Intel can maintain the Coppermine value as it enables AMD to do some elegant market positioning.

But if it just gets down to Mhz then I see problems for everybody.

Regards,

Kash