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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: gnuman who wrote (43457)	12/31/1997 11:20:00 AM
From: Elmer	Read Replies (1) \| Respond to of 186894

<A number of posts on this thread tend to count on the conversion to 0.25 Micron to get the costs down on PII. But, according to Lehman Bros, Intel management has indicated the 0.25 Micron process won't be available till 1999. "Intel management indicates the move to 0.25 micron will be NEARLY completed by year end 1998"> Gene, your post seems to indicate you are unaware that Intel has been shipping product at .25u for months now. 100% conversion won't happen until end of '98, but the conversion has already begun. EP

To: gnuman who wrote (43457)	1/1/1998 2:25:00 PM
From: Joseph Pareti	Read Replies (2) \| Respond to of 186894

thanks. - is it true that k6 costs AMD $30 ? do they already have .25u technology - what's your take on INTC eps ? 3.5 bucks or more ? - can you describe your view on the 'yield problem ' at AMD how many k6 can - will - they make ? - is AMD a real threat ?

To: gnuman who wrote (43457)	1/3/1998 5:38:00 PM
From: Joseph Pareti	Respond to of 186894

To all : AMD K6 challenge. This was said by (I believe ) Vinod Dham, soon after the k6 announcement : ,the AMD-640 chipset is to ensure the socket 7 is at the leading edge over time. Enhancing the competitiveness of the Socket 7 will provide PC manufacturers and resellers with the advantage of fast time to market. It will enable 6-th generation systems to be delivered at an affordable cost using existing lw cost infrastructure." ( i.e sing the praise of socket 7 for ever ) Later on, at the Microprocessor forum in October 1997 Atiq Raza, AMD chief technology oficer was reported to say : , We would prefer to have the INTEL bus, but AMD agreed they would have its own bus protocol. We will try for the motherboards standards to be the same as what will be for Intel processors. So the form factor, the layout, and in a localized way, we will make the appropriate changes. Even the mechanical structure with which the microprocessor connects to the motherboard is intended to be mechanically identical to Intel. , My take is SEC is the ,road ahead", addressing large bandwidth applications , beyond some Win-marks that AMD quotes to support the (price/performance) advantage of k6. In the end, EVEN ON A TECHNICAL BASIS (e.g. besides the yield problem ) Intel will blow AMD away, IMHO Short term it might be different, and this is what I 'd like to understand by putting together best-in-class brains like Gene's :-)