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Technology Stocks : AMD:News, Press Releases and Information Only!

AMD 214.99

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Dec 26 9:30 AM EST

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To: Petz who wrote (928)	10/3/1997 3:51:00 PM
From: Yousef	of 6843

John, Re: "I feel the same way about Yousef. I'm sure he knows a lot more about process control then me ..." I'm sorry you feel that you need to ignore the technical facts. I have been very consistent in my statements that AMD is about 1/2 a generation behind at the .35um node and will probably fall further behind at .25um. I have even described how we (Intel and AMD) investors can assess the difference. I firmly believe that this technology difference is what is driving the problem AMD has in getting customers (especially PC vendors) to accept the K6 to replace the P5MMX/PII. You have to face the fact that PC vendors are driven more by future products/performance versus today's lowest cost CPU. In this area, Intel has AMD beat "hands down" with their Deschutes/Katmai/Merced roadmap !! I also believe that Intel's .25um process will produce higher performance/speed CPU's at better yields than AMD's process !! Hopefully you will be "open" to the facts ... before AMD stock goes lower. Make It So, Yousef

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