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To: Investor A who wrote (3991)	1/21/1998 5:33:00 PM
From: Petz	Read Replies (1) \| Respond to of 6843

Fuchi, re:<comparing Computer Shopper Winbench '98 results for Pentium II-300 systems to tomshardware.com results for AMD K6-300.> You could not compare the benchmark ratings from either Tom or Anand with those from the brand names on Computer Shopper. The reason is simple that these brand names do not use the extra-fast video cards with latest drivers used by Tom or Anand. Seven of the eight Computer Shopper systems use the latest Intel LX chipset and AGP graphics cards (3 Diamond Viper V330, 2 STB Velocity 128, 2 Matrox Millenium II). The non-AGP system, in fact, had the highest Processor Winmark of any of the systems, but its slower EIDE disk pulled its score down to average. Comparing only Pentium II-300 AGP systems to AMD-K6-300 AGP systems the result is: System..................Quantity........Winbench '98 Average, Min, Max Pentium II-300............7............... 21.6, 21.0, 22.0 AMD K6-300..............2............... 21.0, 20.8, 21.2 Other details of Tom's test, such as memory and hard disk type aren't revealed, but the hard disks on the PII-300 systems mostly UDMA units bigger than 6 Gigs. Petz

To: Investor A who wrote (3991)	1/22/1998 6:00:00 AM
From: Kashish King	Respond to of 6843

Investor Shirley: "Intel is going to be serving the low end of the PC market; they're not just going to let that go," McClean said. "Intel has the capacity and production facilities to have different versions" of the Pentium II. From a capital spending perspective, Advanced Micro Devices is dwarfed by Intel as Intel spends six times that of AMD, McClean said. This year, Intel will spend $5.3 billion on capital spending, up from $4.5 billion in 1997. AMD, in comparison, reported 1997 revenues of $613.2 million and capital spending of $650 million for the year -- nowhere near the level of Intel. As a result, McClean said AMD will remain a "niche player" in the processor market, but not really competing against Intel.