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

To: Elmer who wrote (36627)	9/2/1998 1:02:00 AM
From: Yousef	Respond to of 1572108

Elmer, Re: "He (Petz) must think AMD is posting a profit too!" I believe that Petz has predicted this for each new quarter during the past year ... <ggg> Make It So, Yousef

To: Elmer who wrote (36627)	9/2/1998 2:16:00 AM
From: Kevin K. Spurway	Read Replies (2) \| Respond to of 1572108

Re: "So AMD has gone from 16.5% ahead (233mhz K6 to 200mhz PPro & Pentium) in speed to 28.57% behind and Petz says this means AMD is closing the gap. He must think AMD is posting a profit too! Let's not forget that long period where AMD was "pregnant" with .25u when AMD was at 266 MHz and Intel was at 400. That's a 50% margin. I'll grant you that Intel has better process technology. But remember that slot 1 allows Intel to run chips at higher frequencies, architectural differences DO exist, and Intel's larger scale of production allows them to introduce rarer higher frequency speeds faster than AMD. The recent evidence suggests that AMD is closing the technology gap. For one thing, AMD appears to have finally solved its yield problems. Also, AMD has introduced 350 MHz product. Furthermore, AMD is cooperating with Motorola, which has excellent process technology. Conclusion: AMD is catching up in the process technology race. And we all know who's winning the design race. Kevin