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To: Paul Engel who wrote (5179)	3/23/1998 9:10:00 AM
From: Maxwell	Read Replies (2) \| Respond to of 6843

Dr. Engel: Your trivias are too simple: <<So who has been the winner this past quarter?>> Intel <<This past year?>> Intel <<Two years ago?>> Intel <<Three years ago?>> Intel As for N years I have to break it down: <<4 years ago?>> Intel <<5 years ago?>> AMD for the 486 and Intel for the Pentium <<6 to N years ago?>> Intel but in a few years AMD produced and made alot of money on the 386 till Intel sued AMD. ____________________________________________________________________ Historically, AMD has shown that it can compete with Intel in the manufacturing area. This is evidence in the 386 and 486 era where Intel provide 386 and 486 reticles to AMD. AMD has not done well in the last few years. In the K5 area, the chip was too large, late to the market, and low in performance compared to the Pentium. In the 0.35um K6 sector, the chip is too large, difficult to manufacture, and poorly marketed (25% discount to the Pentium). There is no way the 0.35um K6 can compete with the 85mm^2 0.25um Pentium and the 131mm^2 0.25um PII. On the 0.25um K6 the chip is small enough to compete with the Pentium and the PII. AMD will do well if they can yield high on the 0.25um. Also as a blessing, Intel is trying to kill the socket 7. This is a great news for AMD since they will be the ONLY PROVIDER for the super socket 7 running at 100MHz speed. Intel will not (I am not sure about this since they will relook at their plan if the PII strategy doesn't pan out)release Pentium beyond 266MHz to run on 100MHz bus speed. Up to date Intel has penetrated ONLY 25% of the market with PII. 75% of the market STILL USE SOCKET 7! This 75% market is ALOT OF MONEY. AMD will milk this market before they introduce their slot A (no slot 1) K7. Maxwell