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Technology Stocks : Intel Corporation (INTC)

INTC 34.72

-2.3%

Nov 17 3:59 PM EST

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To: Diamond Jim who wrote (74653)	2/27/1999 1:21:00 AM
From: Paul Engel	Read Replies (1) of 186894

Jim - Re: "Paul, what does this mean to the consumer? will a PC with a AMD chip have a shorter life expectancy? " It will be shorter than if it ran at 2.2 volts where the process was originally qualified. Should these devices actually fail in the field, AMD will be bankrupt. Ultimately, the 2.4 volt Jack Up shows that AMD has to resort to desperate measures to remain competitive with Intel. The real fall out will be over the next 12 months - as Intel ramps their 0.18 micron process and AMD struggles with their limping 0.25 micron process and tries to patch together a quick and dirty 0.18 micron process of their own. Intel will be ramping 500, 550 600 and 666 MHz devices in both desktop and notebook configurations. AMD may well be left behind . This could be the final blow to AMD as they run out of technology, run out of money and run out of luck - all at the same time. Paul

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