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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Big Bucks who wrote (14001)	12/31/1997 5:49:00 PM
From: Gottfried	Read Replies (2) \| Respond to of 70976

BB, I think I posted this before. From a 12/24 Lehman Bros report on Intel... THE GOOD NEWS: TIMING OF 0.25 MICRON TRANSITION APPEARS TO HAVE ACCELERATED BY 3-6 MONTHS AT INTEL, SLIPPED 3 MONTHS AT AMD. Intel management indicates the move to 0.25 micron will be nearly complete by year end 1998. That is about 6 months earlier than the apparent schedule 6/3/97 at their analyst meeting. AMD, meanwhile, had been scheduled to be 100% 0.25 micron my mid-1998, but we guess that has slipped by 3 months. So AMD has gone from a claimed lead to claimed parity. THE REAL BATTLE IN 1998 WILL BE INTEL's PUSH TO 0.25 MICRON P2 SLOT 1 CHIPS VS. AMD's 0.25 MICRON K6 SOCKET 7. ALL THAT CAN BE SAID AT THE MOMENT IS THAT AMD IS STILL IN THE RACE. GM PS: charts updated through YE geocities.com