Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: greg nus who wrote (27194)	12/27/1997 2:30:00 AM
From: Yousef	Read Replies (1) of 1573696

Greg, Re: "There is not a single wall street analist who also have electronic engineering degrees who share your opinion." I have never said that AMD is "going out of business" ... only that their transition to .25um will be more difficult than Intel's transition. The reason being that Intel has more process expertise and they started earlier with their .25um process development. Here is a portion of the Lehman Brothers report that substantiates my analysis ... Greg, please don't make claims you can't back up. "THE GOOD NEWS: TIMING OF .25 MICRON APPEARS TO HAVE ACCELERATED BY 3-6 MONTHS AT INTEL, SLIPPED 3 MONTHS AT AMD. Intel management indicates the move to .25 micron will be nearly complete bt year end 1998. That is about 6 months earlier than the apparent schedule 6/3/97 at their analyst meeting. AMD, meanwhile, had been scheduled to be 100% .25 micron by mid- 1998, but we guess that has slipped by 3 months." Full report at: lehman.com Make It So, Yousef

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