Replies to post #20271 on Advanced Micro Devices Inc (AMD)

[kpf]

yb

Do you think it makes sense for Intel to discard P4 Celeron completely and go with Dothan on desktop

P4 and Celeron are joint manufacturing products. Discarding P4 Celerons would not allow for GM Intel enjoys today with by means of its joint production model.

K.

[subzero]

"How fast Dothan will be?"

It only has to be faster than the competition.
And the only competition for "Dothan" is its predecessor, Banias.
AMD has no competitive product, as they neglected the high volume, high ASP mobile market in favor of the very low volume server market that takes years to nurture and grow.
Hence, Intel's Dothan, like the Banias before it, can be introduced at very modest clock speeds, with only occasional, modest speed bumps (as the AMD folks like to call 'em !) because AMD, Transmeta, and VIA have nothing close to compete with this product.

And we can't ignore Intel's fantastic marketing for this product line [CENTRINO] - wrapping it up in the Mobile Wireless Communications trend that is sweeping the notebook market.
Extraordinarily successful - no?

[Petz]

The Pentium M roadmap here http://www.xbitlabs.com/news/mobile/display/20031211124114.html looks disastrous.

1.7 GHz Centrino (a.k.a. Pentium M a.k.a. Banias) was introduced in early June.

1.8 GHz Dothan won't be available until February 15, 2004 and 2 GHz won't be available until sometime after April and before Q4 (unspecified).

Granted, the 1.8G Dothan will have a 2M L2, but 6% clock increase in 10 months does not look promising.

Petz