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

To: kapkan4u who wrote (59334)	5/23/1999 1:54:00 PM
From: Charles R	Read Replies (3) \| Respond to of 1573430

Kap, "how much revenue loss would result from doubling the Celeron unit sales at the expense of PII and PIII?" It seems that most of Celeron sales in Q1 were at consumer. Assuming a decent penetration on the business side, my take is that Intel shipped 5M Celerons last quarter (about the same as total AMD units). IMHO, Intel left on average anywhere between $100-$150 by shipping a Celeron instead of a PII/III. Assuming Intel doubles the Celeron number to 10Mu during the current quarter and leaves $100 per unit on the table, they would lose about $1B in revenues (pure margins). Chuck P.S.: There are way too many assumptions behind these numbers so I am not getting into a debate on this.