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Politics : Formerly About Advanced Micro Devices

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To: Jim McMannis who wrote (36494)8/30/1998 1:33:00 AM
From: kash johal  Read Replies (1) of 1571799
 
Jim,

I don't recall but there have been press and I believe that Intel at their last conf. call stated that they would be in 0.18 by Q2 99 I think.

They certainly percieve AMD as a threat and are trying to keep several speed grades ahead while trashing the lower Mhz devices market so AMD can't make money.

With MOT already allegedly producing 0.18, AMD could use MOT as foundry for 0.18 in Q2 if they need to keep close in the Mhz range.

I think the MOT deal is and will be good for AMD.

Regards,

Kash
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