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To: Ed Sammons who wrote (6082)	5/11/1998 11:59:00 PM
From: Time Traveler	Read Replies (1) \| Respond to of 6843

Since Intel did demonstrate a P-II on 0.25um running at 600+MHz with adequate refrigeration, a 500 MHz chip by year end is very realistic. What is limiting the MHz's is the die size (half shrunk of 0.35um process), which does not allow as much power dissipation as the 0.35um devices. Once Intel can add more features to P-II which increases the die size back to comparable level, then it can easily go up the 500 MHz and beyond. Let's hope AMD would not be able to increase the speed of the K6. If it does, both companies would not be profitable in the low-end x86 business. At least, if AMD does not deliver, we can still have a company to invest in (to make money) that is profitable. Unless, you do not care about your investment but just want to put down a very successful company, you can find these guys (hopefully not your kind) all over the twin AMD threads. Time Traveler is still an investor not representing any gripe organization.

To: Ed Sammons who wrote (6082)	5/12/1998 9:23:00 PM
From: Francis Chow	Read Replies (1) \| Respond to of 6843

<What MHz do you think the PII will top out by the end of 1998, 450 or 500?> I'm not a semiconductor engineer, Paul would be a better person to ask . . . <My concern is that if Intel has moved up the Celeron2 launch to June, they will have a low cost processor in the same performance range as the K6.> But they will continue to carry a handicap, because it is significantly more expensive to manufacture a processor in the slot carrier. Intel's nightmare scenario, which is a real possibility, is a large, low end market in which a vicious price war breaks out.