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Technology Stocks : AMD:News, Press Releases and Information Only!
AMD 233.54-1.8%Nov 7 9:30 AM EST
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To: Yousef who wrote (6434)6/1/1998 11:29:00 AM
From: Pravin Kamdar  Read Replies (1) of 6843
 
Yousef,

The fact is that we have not yet seen the full performance extent of AMD's 0.25u process. My guess is that AMD's 0.25u process will prove itself to be half way between Intel's 0.35u and 0.25u processes. We need to see the results first. But, to really compare the processes, the same performance test vehicle would have to be fabricated on both processes. This isn't going to happen, and even if it did it wouldn't matter either (unless you're just interested in process bragging rights). The consumer just cares about performance and the performance/price ratio. The overall technology should be measured by the product out the door. The viability of the product can be related to the price to cost ratio. I think AMD leads in performance/price and Intel leads in price/cost. This makes the AMD product more of a value to the consumer and the Intel product more viable as a business proposition.

Pravin.
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