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Politics : Formerly About Advanced Micro Devices
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To: Jim McMannis who wrote (26243)11/29/1997 6:35:00 PM
From: StockMan  Read Replies (1) of 1572885
 
Jimmy,Jimmy,
Re -- What some forget is that Intel at .25 could maybe yield 300MHz Pentiums.

Some of the pentiums (on .35u) was overclocked to 290 MHz.. Intel's PentiumII 300 Mhz is on .35u

Intel's .35u (other than die shrink) is probably better than AMD's .25u.

Add to that AMD's yield (1.5 mil K6's/Q) and you got AMD loosing money for the next several Q's.

And speaking of NSM. Watch NSM's earnings take a dive because of that looser cyrix.

Stockman
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