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


To: Charles R who wrote (59308)5/22/1999 8:00:00 PM
From: Scumbria  Respond to of 1572946
 
Chuck,

Pentium III didn't crack the top 20 list of retail sales in April. Intel processors still managed to crack the list though, with Celeron's powering five of the top 20 and a Pentium II feeding one PC ... AMD's K6-2 proved to be the most popular processor overall, with K6-2 powered computers taking 10 out of the top 20 spots, including the number one position with Compaq's 5070 Presario.

I love it. I wish I had bought some Intel puts on Friday!

Scumbria



To: Charles R who wrote (59308)5/23/1999 1:24:00 AM
From: Petz  Respond to of 1572946
 
Charles, thanks for that summary of the top 20 retail PC's. The Pentium III's won't become popular until the vendors start selling non-loaded machines. This won't happen until the supply of Pentium II chips disappears.

Intel is in the interesting postion now that the Pentium III chip, which is cheaper to produce than the Pentium II (almost as cheap as the Celeron) is being sold only in expensive $2K+ machines, while the expensive-to-produce Pentium II, with a larger die size is selling in cheaper boxes.

The chip with the largest die size of all, the Celeron is selling in the cheapest computers.

Petz



To: Charles R who wrote (59308)5/23/1999 2:28:00 AM
From: Tenchusatsu  Read Replies (1) | Respond to of 1572946
 
<Pentium III-Based PCs Not A Huge Seller At Retail>

Funny how AMD supporters always bring up the gains in the retail market, when it's the very thin-margin market that AMD must exit if they want to make money with limited capacity.

Tenchusatsu



To: Charles R who wrote (59308)5/23/1999 10:42:00 AM
From: kapkan4u  Read Replies (3) | Respond to of 1572946
 
<Charles - re: Pentium III-Based PCs Not A Huge Seller At Retail>

Chuck,

What do you think is ASP threshold for Intel bellow which they are starting operating at a loss? My guess would be around $150. AMD on the other hand will be making huge profits at the same $150 ASP. Some people on this thread were arguing that an all out ASP war would hurt AMD more than Intel. I think that just the opposite is true.

Kap.