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To: Larry Loeb who wrote (37166)	10/21/1997 3:51:00 PM
From: Jim McMannis	Respond to of 186894

RE: (Paul E.)You should note that, while he may burst some of the unrealistic expectations of AMD and CYRX holders, he also holds shares of each (at least until recently). Personally I've always got a chuckle out of that. Let's be realistic. Pauly is an Intel man. His Intel holdings probably outweigh his AMD and CYRX holdings and always have, by a factor of 1000 to 1. Kind of like someone having one share on Intel so he can say he has Intel stock...then saying "Hey, I own stock in Intel and it really sucks". <GGG> It also seems that retirement has stagnated Pauls mind...he's bored. He needs a new challenge. Jim

To: Larry Loeb who wrote (37166)	10/21/1997 7:50:00 PM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

Larry - Re: " While AMD's variable cost per die (as opposed to cost per good die) is lower than Intel's (because their die are smaller due to the 5 metal layer process).." Unfortunately for AMD, this isn't quite so. True, the K6 at 168 sq. mm is smaller than a Pentium II at 203 sq. mm (both at 0.35 microns), but AMD's K6 competes with Intel's Pentium MMX in performance and, by necesssity, price. Intel's Pentium MMX is 128 sq. mm. and has a HUGE cost advantage over AMD because the 0.35 micron process used by Intel has been in production for nearly 2 1/2 years. That results in a TRIPLE WHAMMY for AMD: Larger Die Size, POORER yields, and 25% less ASP. Hence, Intel earned $1,570,000,000 this quarter. AMD lost $67,000,000 (Before a tax credit). Paul

To: Larry Loeb who wrote (37166)	10/21/1997 11:34:00 PM
From: Paul Fiondella	Read Replies (2) \| Respond to of 186894

I should ask you nicely for incorrect information, give me a break You stated that the lowest "stated" price on Intel's price sheet for volume customer's is $95 for a Pentium chip. Then how do you explain the fact that any reseller can pick up a Pentium 150MHZ for $95? Obviously your information isn't worth a genuflection. You and your buddies may use this board as an ego booster but you don't have a clue about what is going on with Intel's pricing policies. ================================= PS. The answer to the question above is there is a glut of chips in the channel and Intel may be DUMPING them at or below cost. Swallow that one.

To: Larry Loeb who wrote (37166)	10/26/1997 1:59:00 AM
From: Robert G. Bianchi	Read Replies (1) \| Respond to of 186894

Larry, Paul Engel's response which indicated that the K6 competes with the Penium with MMX instead of the Pentium II is misleading as usual. The Pentium with MMX can barely compete in performance to any of Cyrix MMX chips. Here are some benchmarks: cyrix.com Here is some comparisons that include the K6: chips.ibm.com Now if you compare the Pentium II 34 Watts to the equivalent Cyrix/IBM or AMD competitor, the Pentium II is almost twice as much heat as Cyrix! The point is that good ole Paul Engel is misleading as usual. The Cyrix 6x86MX and the AMD K6 compete on price with the Pentium with MMX Technology, but in performance with the Pentium II. In the north country, the Pentium II does have one advantage, it will not only meet your processing needs, but it will also help the room stay warm in the winter. :-) Bob