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Elmer Phud

07/13/03 12:55 PM

#8560 RE: blauboad #8554

Blauboad - Whether or not Centrino is selling well probably depends on what you mean by "well." If Intel keeps the price premium on it, then that probably means that sell-through is very good. (Though when AMD manages to keep a premium on its high-speed chips, that can only mean yields are bad :)

It's all about balancing production capability with market forces, right? To assume that Intel and AMD price the same way is to assume their products are subject to the same capability/forces. They aren't IMHO. AMD has a few enthusiasts who will pay a premium price. At the same time AMD has real difficulty producing premium products so they need to control demand. Intel may not have the same restrictions.
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drjohn

07/13/03 1:15 PM

#8562 RE: blauboad #8554

Blauboad Sorry your last post indicates you don't have even a basic
Understanding for CPU/platform reseller dynamics.

At their last Conference Call and the one before that Intel
Went out of their way to say that Centrino was selling well,
Since then almost every analyst is shouting that Intel is
Selling centrino's like hotcakes. There is good money to
Be made selling centrino's right now because it’s top of the
line.

Intel does not give $200.00 rebates, they just cut prices and
still make money. If you read up on Moore's law you will understand how that is possible. There will be a time when
You will be able to buy a budget Celeron Centrino.