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

To: Paul Engel who wrote (32506)	5/7/1998 12:59:00 PM
From: Frank	Read Replies (2) \| Respond to of 1572637

Paul, Quote from Co, Press release dated 4/7/98: "Conversion of production wafer starts to 0.25-micron technology is progressing well, and more than half of our Fab 25 wafer starts are now on 0.25-micron technology. We remain on target to convert all of our production to this technology by the end of the current quarter." Am I missing something?

To: Paul Engel who wrote (32506)	5/7/1998 1:23:00 PM
From: Ali Chen	Read Replies (2) \| Respond to of 1572637

Paul <Why has AMD only leaked the information about spectacular yields and high volume production ramps for the 0.25 micron K6 ONLY TO YOU?> Sudden "leak of information" has mysteriously occurred to 38+ sellers of K6-300, in the form of real production, some selling in packs of 50 pieces, see pricewatch.com <Why haven't all the analysts - Ashok Kumar, Gumport, Brian Hutcheson, etc., been "leaked to"?> Really tough question :) Paul, keep your good work (wood I mean) :) ;)

To: Paul Engel who wrote (32506)	5/7/1998 9:38:00 PM
From: Adrian Wu	Read Replies (1) \| Respond to of 1572637

To all: Re: Intel's "other" businesses. "Can Intel Duplicate Success In Other Markets?" techweb.com Re: Graphics business: "The i740 makes a big splash, but it doesn't empty the pool." Re: Flash card business: "But Intel's device is available only in a 5-V version, while competitors' cards have migrated to 3.3 V to keep pace with the industry's power demands, observers said. " Re: Networking: "Frankly, I think they are struggling a little bit in networking," he said. "It's not one of their most profitable units. ... If Intel is making money, it's not by much." Re: Motherboards: "Intel shipped 7.3 million motherboards last year, giving it a 10 percent market share, according to the government-sponsored Market Intelligence Center, in Taipei. Meanwhile, Taiwan shipped 43.5 million boards, giving it a 59.7 percent share." Re: Fairness in their chipset business: "Antitrust laws forbid Intel from forcing its customers to buy an Intel chip set in order to get an Intel processor," Gwennap wrote in a recent edition of his company's newsletter, The Microprocessor Report. "But by eliminating all other options, the company has achieved the same result." My question: Can Intel compete on equal grounds outside it's MPU business? Adrian