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To: Tiley who wrote (5111)	3/20/1998 1:00:00 PM
From: Kenith Lee	Read Replies (3) \| Respond to of 6843

So my question for you is (as you seem to have good sources at AMD :-) - will AMD have 350MHz parts in volume before Q3? Manish, If I knew, I wouldn't be here asking questions. I have invested on both companies several times in the past. The reason I said AMD might have the capability of a higher clock K6 at this time is simply. Both Intel's and AMD's processes are similar. If the electrons in AMD's transistors are running at full speed, it does not means that Intel's electrons run faster. This defies the universal laws. Why Intel were able to get better is how they execute. Intel has done a fine job. It has more resources. These resources came from years of monopoly and denying rivals to be profitable and to compete. Whether it is CPU or bread, management has to decide what mix (products) to be ship to maximum revenue and market share. Suppose that AMD can produce enough 400mhz K6 to equals the total revenue of 233s. For simplicity, let's say the price of 400 is 3x the 233. Based on last quarter's shipment of 1.5M units, this means AMD could only ship 500k units to customers. Since AMD is trying to keep Socket 7 alive, shipping such small units would put the lid on s7. Until the process is mature, if you push for higher speed, yield drops significantly. Intel's 0.25u is not mature yet. So Paul's 95% yield is a real joke. -KL