G
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I think pretty much everyone can agree that the Celeron is getting the snot kicked out of it by the Duron. Which leaves Intel's low-end offering pretty much where they were back in the day of the Celeron 300A (anyone else remember back that far?). And boosting the FSB speed to 100 is not going to do all that much for the Celeron: it is still going to be stuck with PC100 memory and a small on-die cache. So what's up with Intel's Low end?
First, Intel doesn't need the Celeron to be any better right now. Why? Because most of AMD's resources are going toward building Athlons, not Durons. So AMD cannot supply retailers or OEMs with anywhere near enough Durons, so a majority of low-end boxes are shipping with Celerys. As well, there are no low cost integrated chipsets for the Duron, something that is discouraging companies to build low-end systems with the AMD chip. So all Intel needs to do is keep the MHZ near the Duron level and cripple the Celeron enough so that anyone who cares about performance and wants to buy and Intel chip, has to buy the much more expensive P!!!
That is all going to change pretty soon. When the Mustang core comes around, it is going to enter the AMD low-end as the Morgan. Guess what . . . when that happens, I would bet that the lowest MHZ will be 750 and Morgan will be released to nearly 1ghz (Duron could hit 1ghz now, but then it would eat into Athlon sales). The P6 core in the Celery can just barely touch 1ghz. Once Morgan breaks that barrier, the Intel low-end is in serious trouble.
Or is it? The P6 core is due to get at least one more revision before it dies (man that core has been around forever), and that is a shrink to .13. By the time that happens, the P4 (for better or worse) will be established as the High-end Intel offering, meaning the only place for the .13P!!! will be in the low-end. Right now, the P!!! is as fast or faster than the Athlon at clockspeeds over about 800mhz (except for Intensive FPU stuff). On the .13 process, the P!!! will scale to at least 1.5GHZ, and I suspect it might go a bit higher, especially with voltage tweaks. So if Intel is smart, and positions this chip against, the Morgan, it will have pretty much an equal performer in the low-end and it will be able to produce many more such chips than AMD will.
So despite the fact that it looks like Intel's low-end is falling apart, Intel is actually doing nothing wrong. It is keeping its costs down, saturating the market, keeping its ASP up, and not introducing new technology until it needs to. We all like to hate Intel, but we should remember that it can execute and has the resources to make some amazing chips (The P6 core is a prime example).
First, Intel doesn't need the Celeron to be any better right now. Why? Because most of AMD's resources are going toward building Athlons, not Durons. So AMD cannot supply retailers or OEMs with anywhere near enough Durons, so a majority of low-end boxes are shipping with Celerys. As well, there are no low cost integrated chipsets for the Duron, something that is discouraging companies to build low-end systems with the AMD chip. So all Intel needs to do is keep the MHZ near the Duron level and cripple the Celeron enough so that anyone who cares about performance and wants to buy and Intel chip, has to buy the much more expensive P!!!
That is all going to change pretty soon. When the Mustang core comes around, it is going to enter the AMD low-end as the Morgan. Guess what . . . when that happens, I would bet that the lowest MHZ will be 750 and Morgan will be released to nearly 1ghz (Duron could hit 1ghz now, but then it would eat into Athlon sales). The P6 core in the Celery can just barely touch 1ghz. Once Morgan breaks that barrier, the Intel low-end is in serious trouble.
Or is it? The P6 core is due to get at least one more revision before it dies (man that core has been around forever), and that is a shrink to .13. By the time that happens, the P4 (for better or worse) will be established as the High-end Intel offering, meaning the only place for the .13P!!! will be in the low-end. Right now, the P!!! is as fast or faster than the Athlon at clockspeeds over about 800mhz (except for Intensive FPU stuff). On the .13 process, the P!!! will scale to at least 1.5GHZ, and I suspect it might go a bit higher, especially with voltage tweaks. So if Intel is smart, and positions this chip against, the Morgan, it will have pretty much an equal performer in the low-end and it will be able to produce many more such chips than AMD will.
So despite the fact that it looks like Intel's low-end is falling apart, Intel is actually doing nothing wrong. It is keeping its costs down, saturating the market, keeping its ASP up, and not introducing new technology until it needs to. We all like to hate Intel, but we should remember that it can execute and has the resources to make some amazing chips (The P6 core is a prime example).