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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Jim McMannis who wrote (61750)	6/14/1999 5:27:00 PM
From: Paul Engel	Read Replies (2) \| Respond to of 1576613

McPanic - Re: "Doesn't look good for Intel's process technology, IMHO. <GGG>"" You too are WRONG AGAIN ! The mobile Pentium II processor 400 MHz is now manufactured on both Intel's 0.18 micron and 0.25 process technologies and includes 256 K of integrated level 2 cache. In order to provide maximum design flexibility to system vendors, this processor is available in four packaging options: mini-cartridge, BGA, micro PGA and the Intel Mobile Module. Paul {==================================} biz.yahoo.com Monday June 14, 11:59 am Eastern Time Company Press Release Intel Enhances Mobile PC Performance With Two New Processors Intel Ships First Microprocessor Built on 0.18 Micron Process Technology SANTA CLARA, Calif.--(BUSINESS WIRE)--June 14, 1999--Intel Corporation today introduced the mobile Pentium® II and Intel® Celeron(TM) processors at 400 MHz, two products that bring leading performance and features to the mobile market segment. The mobile Pentium II processor at 400 MHz is Intel's first processor built using Intel's 0.18 micron manufacturing process. Specifically designed for performance mobile PCs, the mobile Pentium II processor 400 MHz comes in several tailored packaging designs in order to meet the demanding physical size, thermal and power consumption requirements of mobile users. For business users, PCs based on the mobile Pentium II processors deliver a stable computing platform, as well as the highest levels of performance, longevity and investment protection for today's increasingly complex business environment. ''Today's workforce is becoming increasingly mobile, and mobile Pentium II processors give users the processing power they need to be successful in the evolving Internet-based business world,'' said Frank Spindler, vice president and director of marketing of Intel's Mobile and Handheld Products Group. ''These processors deliver the highest performance and capability to run demanding Internet, productivity and multimedia applications for businesses and consumers alike.'' The mobile Intel Celeron processor 400 MHz, also available in several tailored packages, provides solid performance for today's applications and gives mobile consumers a great way to get started on the Internet for a low price. Intel: First in the Industry with 0.18 Micron Processor Production Intel is now building and shipping microprocessors manufactured using the company's industry-leading 0.18 micron process technology. The 0.18 micron manufacturing process allows the processor to become smaller, faster and more powerful than its 0.25 micron predecessors. Intel's 0.18 micron process technology features industry-leading transistor performance using transistor gate lengths as small as 0.14 microns, a 2 nanometer (20 angstrom) gate oxide thickness and a CoSi2 (cobalt silicide) layer for low resistance. Interconnects feature six layers of aluminum and a low capacitance SiOF insulator for high performance. Product Features, Price and Availability All Intel mobile Pentium II and Celeron processors support Intel's mobile-specific low power modes to help extend battery life in mobile PCs. These low power states include a Quick Start mode which reduces power to just 0.5 watts and a deep sleep power mode where power is at a mere 0.15 watt. To further address the unique thermal requirements of mobile PCs, these processors operate on a reduced internal core voltage of 1.6 volts. The mobile Pentium II processor 400 MHz is now manufactured on both Intel's 0.18 micron and 0.25 process technologies and includes 256 K of integrated level 2 cache. In order to provide maximum design flexibility to system vendors, this processor is available in four packaging options: mini-cartridge, BGA, micro PGA and the Intel Mobile Module. This allows vendors to integrate the fastest Intel processors in their current notebook designs easily, and allows corporations to purchase the latest systems without having to do a costly system qualification. In 1000 unit quantities, the mobile Pentium II processor 400 MHz is available to manufacturers for $530 (BGA/PGA package). The mobile Intel Celeron processor 400 MHz is manufactured on the Intel 0.25 micron process and contains 128 K of integrated level 2 cache. In 1000 unit quantities, the mobile Intel Celeron processor at 400 MHz is $187 (BGA/PGA package). Intel, the world's largest chip maker, is also a leading manufacturer of computer, networking and communications products. Additional information about Intel is available at www.intel.com/pressroom. Note To Editors: For complete benchmark information on mobile Pentium II processors and Intel Celeron(TM) processors, visit the Intel Web site at www.intel.com /mobile/performance/. Contact: Intel Jane Rauckhorst, 408/765-7026 jane.rauckhorst@intel.com Related News Categories: computers, internet

To: Jim McMannis who wrote (61750)	6/14/1999 5:53:00 PM
From: Yougang Xiao	Read Replies (9) \| Respond to of 1576613

Why AMD did not warn today? Folks, we have just passed a very significant day today -- commencement of Q2's “Quiet Period”, without a warning from AMD. These latest law suits should put AMD is such situation that they would have warned today if they had to warn in the last confessional opportunity presented by the start of the “quiet period” today. Consider the following reported facts, a warning on Q2's disastrous financials seemed unavoidable. (1) Break-even point to be 850 millions -- Fran Barton, CFO of AMD, said in Q1's CC (2) ASP to be below 78 -- Scott Allen, AMD's principal PR guy, said to ZD news. (3) NatSemi's dumping of MII, coulped with Celeron's ever aggressiveness in low end and seasonally flatfish PC environment. Addtionally, the latest bank amendment requires that the loss in Q2 to be less than 45 millions and that translates roughly around a loss of -0.32. Incidently, Yahoo's Consensus Estimates of Q2 loss for AMD as of today for q2 is -0.32 as well. Under the standard reasoning for no warning when “quiet period” starts, that suggests AMD has made the number - sales for Q2 will be at or over 805 millions - highest in AMD history and the loss to be at or below, or in worst case, slightly above the projected loss of -0.32. During the quarter, we have heared that non-cpg group has been up, led by flash. The growth in this group has been said anyware between 10% to 20% and some have pointed out that the max for non-cpg could not exceed 350 millions in sales. Under this line of reasoning, CPG needs to make at least 455 millions in sales in order to make the number work. How could possiblly AMD made the numbers? 1. Chuck R theory -- K7 saved the quarter. Mosesmann said that K7 for Q2 could be 40K and Chuck has been alluding that the actual units of K7 shiped in Q2 may very well exceed our wildest expectation. 2. The X speculation -- K6x saved the quarter. We know that 99 goal of unit shipment is 22 to 25 millions. let's take 4.3 million for Q1 out and that leaves 18 millions unfilled. we also know that unit volume may decrease in the following quarters when AMD allocates more wafers to K7. So there is an incentive for AMD to pump out more K6x in Q2 to compensate the declining unit output in Q3 and 4 in order to make the annual unit shipment intact. We also heared the “vastly imroved” yield confirmation from AMD spokesperson and “vastly improved” could mean a 30%, 40% or even more unit growth over Q1. How many K6x they could do in order to save the quarter, my wild guess is somewhere between 6 to 7 millions units. 3. Or maybe a combination of both 1 and 2 work in sync to make the number work. Off course, there are 2 other possibilities that may lead to: (A) A later warning: Due to the unsold inventory, which AMD is still despertely looking to unload and only until the uninventory sold, the status of Q2 financials can be clear to AMD management, thus a later warn. Yet, an excellen and insight analysis by “Investor A” :) posted at JC's site yesterday evening seemed to strongly indicate that there is no substantial unsold inventory. (B) Cut down the break-even number by tricking RD numnber down. Jerry has done this in Q3 98, so he might do it again in order to safisfy the banks and make the number if both 1 and 2 are not materialized. Nevertheless, no warning on the start of “quiet period” does increase the hope that the quarter will not perform as badly as Mosesmann advertised last Friday. “We will return to profitability a lot sooner than you image.” Jerry Sanders @99 shareholders meeting in NY