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

To: Ali Chen who wrote (32428)	5/4/1998 8:10:00 PM
From: Paul Engel	Respond to of 1571400

Ali #2 - Re: "Could you enlighten us about how this design, with die size twice as big as for K6, may have "superior cost structure"?" YIELDS. HIGH YIELDS. EXTREMELY HIGH YIELDS due to Low DEFECT LEVELS. Intel made $1.25 Billion last quarter. How do you think they did that? Even a screwdriver guy like you should be able to figure that out. Paul

To: Ali Chen who wrote (32428)	5/5/1998 2:32:00 PM
From: greg nus	Read Replies (1) \| Respond to of 1571400

Ali Chen, You are correct Intel must cnabolise it'self and sacrifice profits to get to the growth end of the market. This is a very difficult decision for a company to make they will wiggle and worm before facing the face that the must canabolise. At this point they are not mentaly prepared to make it Happen. With luck AMD could force there ahnd It is going to be very interesting to watch the show during the next year.