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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (5444)	5/17/1998 6:34:00 PM
From: FJB	Read Replies (1) \| Respond to of 10921

Zeev, RE:But in any event, the gist as I understand it is that INTC's capacity alone is larger than the demand for CPU, and if one add to that the NSM and AMD capacity there is oversupply in CPU capacity. Well, there will certainly be some price pressure on the low to mid end for MPUs, but if you've seen the pricing for Xeon then it's clear what's going on. Besides that, all the CPU vendors are adding 128K to 256K of L2 cache to their designs, this means a large increase in die size with the resulting reduction in quantity produced. For instance, the AMD K6-2+ with 256K L2, is the same size as the 0.35æm K6. Mendocino, will be a high volume part, but much larger than Deschutes. Same with IDT and their different onboard L2 versions of the C6. Bob