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To: Harry Landsiedel who wrote (91288)	10/29/1999 12:08:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Harry, If you combine that with the following: "He (Otellini)estimated a 20 percent decrease in manufacturing costs for Celeron processors and a 50 percent decrease in manufacturing costs for Pentium III chips, using the 0.18 micron technology, which creates finer linewidths and enables more transistors on a chip. Next year could be incredible! How would you like to be AMD right now? CNBC started to allude to a "Yankee effect" on the markets, something like the NFL effect (markets up when NFC wins SB), maybe with Yankees also. They dropped it however. I guess nobody has a story. Maybe it's the Intel effect instead? Tony

To: Harry Landsiedel who wrote (91288)	10/29/1999 12:52:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Harry - Re: "He (Otellini)estimated a 20 percent decrease in manufacturing costs for Celeron processors and a 50 percent decrease in manufacturing costs for Pentium III chips, using the 0.18 micron technology, which creates finer linewidths and enables more transistors on a chip. Next year could be incredible!" Not for AMD. If Celeron costs are going to DROP by 20% - note performance will RISE with the 0.18 micron process which Otellini forgot to add ! - and the PC-on-A-Chip (PCOAC) TIMNA arrives in mid year, AMD is going to see their low end plummet from big losses to HUGE losses followed by a hasty RETREAT (i.e. production STOP) from that market. Paul