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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Katherine Derbyshire who wrote (31339)	4/7/1998 10:33:00 PM
From: Buckwheat	Read Replies (2) \| Respond to of 1571561

Stockman,,, I don't think the fab question (.35 and .25) is really important here. What is important is that Intel only had one design that could compete in the emerging market, and they elected to kill that product in favor of a more costly technology (PII). A more refined Pentium MMX, running at higher frequencies, could probably have competed well in and even dominated the low cost market. So Intel really has nothing to compete with at any process size. I would suspect that introduction of the "celery" will probably cast a bad light on the remainder of the PII line of products and give alternative CPU makers a foothold in the mid and high end markets also. Buckwheat

To: Katherine Derbyshire who wrote (31339)	4/7/1998 10:34:00 PM
From: StockMan	Respond to of 1571561

Katherine, Re -- Assuming lots of things, particularly comparable die % yields in both fabs Precicely, Hence my post on the sweeping generalization, that .35u products are always more expensive than .25u. Stockman