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To: Yousef who wrote (6434)	6/1/1998 12:03:00 AM
From: Kevin K. Spurway	Respond to of 6843

Yousef, Intel intends to go to 450 MHz with their .25u process. AMD intends to go to 400 MHz. Both will happen as of the fourth quarter of this year. Given the differences in the architecture and design of the K6 and PII, I don't believe that AMD's process is significantly inferior to Intel's.

To: Yousef who wrote (6434)	6/1/1998 1:59:00 AM
From: Kenith Lee	Respond to of 6843

Yousef, When AMD delays the K5, you made a big deal. Now that Merced is delay, you are saying it is a non event. You have really shown us your true colors.

To: Yousef who wrote (6434)	6/1/1998 11:29:00 AM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 6843

Yousef, The fact is that we have not yet seen the full performance extent of AMD's 0.25u process. My guess is that AMD's 0.25u process will prove itself to be half way between Intel's 0.35u and 0.25u processes. We need to see the results first. But, to really compare the processes, the same performance test vehicle would have to be fabricated on both processes. This isn't going to happen, and even if it did it wouldn't matter either (unless you're just interested in process bragging rights). The consumer just cares about performance and the performance/price ratio. The overall technology should be measured by the product out the door. The viability of the product can be related to the price to cost ratio. I think AMD leads in performance/price and Intel leads in price/cost. This makes the AMD product more of a value to the consumer and the Intel product more viable as a business proposition. Pravin.