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Politics : Formerly About Advanced Micro Devices

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To: Jim McMannis who wrote (27600)1/4/1998 1:28:00 PM
From: Yousef  Read Replies (2) of 1571723
 
Jim,

Re: "At any rate, it seems that Intel is temporarily 3 speed grades above AMD...where are those 266 K6s?"

I believe that Kevin is right ... AMD intended the .35um K6 to be able to
run at 266mhz. once the yield problems set in for the 233mhz parts, it
became clear that for AMD to hit 266mhz ... AMD would need .25um K6's.
Now AMD has clearly slipped their .25um process "turn-on" and Intel will
benefit from this with continued higher margins on the 266mhz -> 333mhz PII's.
I would imagine that most/all Tier 1's have watched AMD's problems at
.35um and .25um very closely. I doubt that any will "risk their entire
business" on AMD supplying the high end (266mhz+) CPU's for their high margin
desktops/workstations!!

Make It So,
Yousef
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