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

To: Tiley who wrote (31501)	4/8/1998 3:50:00 PM
From: Kevin K. Spurway	Read Replies (2) \| Respond to of 1573850

Re: "Please stop wishing and hoping and start looking at reality." I am not wishing and hoping. I am looking at a confidentail internal Intel roadmap, for crying out loud! If PII at .25u could be pushed to 500 MHz or beyond, why would Intel plan to offer 450 MHz as their highest speed CPU for Q3, Q4, and well into 1H '99? If you have a logical explanation for that one I'd love to hear it. tomshardware.com By the end of this year, as a worst case scenario, K6-3D 350 will be out in volume and 400 will be in the process of introduction. More likely, K6+3D will be rolling out. If AMD can yield these products (which apparently it can, given the recent .25u process news) AMD WILL be profitable in the second half. Remember its die size is about half that of the PII, so at the same yield, AMD possesses an ABSOLUTE COST ADVANTAGE over Intel for .25u products. That's how AMD plans to support a 25% discount to the PII. For what its worth, I completely agree with you that AMD is a great trading stock. I think I substantially disagree with you over where AMD will trade in four months. My best guess would be high thirties. Kevin