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

AMD 206.19

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To: Kevin K. Spurway who wrote (2136)	11/14/1997 5:15:00 PM
From: Paul Engel	Read Replies (1) of 6843

Kevin - Re: "The cacheless Pentium II is probably cheaper to produce (smaller die size) and it gives Intel the advantage of transitioning the market to its proprietary Slot architecture. " The rumor is that the L2 cache will be removed from the SEC card - no change will be made to the Pentium II die itself - including its 32K Byte L1 cache. As for transitioning to the Slot 1 architecture, this is probably the case. If Intel can offer comparable performance, they will be able to command a premium in pricing vis-a-vis AMD and Cyrix competitive products - and still get a lot of business. Just look at AMD's and Cyrix's financial statements - they are testaments to Intel's success. Paul

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