Friday, December 14, 2007 9:58:25 PM
Golfbum, good point. 5600+ will be EOL soon, but they are still selling in at least some volumes which will contribute to near term earnings. The point I wanted to make quite a few posts ago was to gauge Intel's competitive in the low end, mainstream, performance, and enthusiast markets. If I were to rate Intel's competitiveness in these segments out of 10, it would probably be:
Value - 3
Mainstream - 6
Performance - 8
Enthusiast - 9.5
#msg-25279618
I think adding the Celeron Dual core will improve Intel's value competitiveness from a 3 to maybe a 5 or 6. The Windsor cores in that list are going away, as you said, but there is still a 2.1GHz Brisbane selling for $62, which would look a lot better than a 1.6GHz Celeron, even if it is dual core. If it were Celeron against Sempron, I think Intel has the better part. But since AMD is selling all their single core parts at fire sale prices - along with a few dual cores - this seems to be the market segment that they will own for the foreseeable future.
The funny thing is that I made a point to say so in my original post, and I was still accused of being a borderline Intel equivalent of a 'Droid. Go figure.
My point was that Intel's other segments look a lot better. They have dual cores in the mainstream space - Pentium dual cores, to be exact. These aren't fabulous performers, but I think they do the job against lower performance Brisbanes. This past summer, Intel launched 1.6GHz and 1.8GHz Pentium dual cores, but ever since launching the 2.0GHz and 2.2GHz versions, I think they've made themselves a lot more competitive here.
In the performance segment, we've already talked that one to death, and the enthusiast one is pretty uncontested, given that Phenom will still have a TLB bug and a performance degradation until next quarter, by which time Intel will have ramped Yorkfield.
So I think Intel is sitting pretty well. They own the high margin segments, and have a good product line for competing elsewhere. AMD will still get good volumes, but their ASPs are limited to what they can sell into the value space. That will pretty much be the case for the next year, at least, IMO.
Value - 3
Mainstream - 6
Performance - 8
Enthusiast - 9.5
#msg-25279618
I think adding the Celeron Dual core will improve Intel's value competitiveness from a 3 to maybe a 5 or 6. The Windsor cores in that list are going away, as you said, but there is still a 2.1GHz Brisbane selling for $62, which would look a lot better than a 1.6GHz Celeron, even if it is dual core. If it were Celeron against Sempron, I think Intel has the better part. But since AMD is selling all their single core parts at fire sale prices - along with a few dual cores - this seems to be the market segment that they will own for the foreseeable future.
The funny thing is that I made a point to say so in my original post, and I was still accused of being a borderline Intel equivalent of a 'Droid. Go figure.
My point was that Intel's other segments look a lot better. They have dual cores in the mainstream space - Pentium dual cores, to be exact. These aren't fabulous performers, but I think they do the job against lower performance Brisbanes. This past summer, Intel launched 1.6GHz and 1.8GHz Pentium dual cores, but ever since launching the 2.0GHz and 2.2GHz versions, I think they've made themselves a lot more competitive here.
In the performance segment, we've already talked that one to death, and the enthusiast one is pretty uncontested, given that Phenom will still have a TLB bug and a performance degradation until next quarter, by which time Intel will have ramped Yorkfield.
So I think Intel is sitting pretty well. They own the high margin segments, and have a good product line for competing elsewhere. AMD will still get good volumes, but their ASPs are limited to what they can sell into the value space. That will pretty much be the case for the next year, at least, IMO.
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