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To: Tenchusatsu who wrote (67234)	10/23/1998 8:28:00 AM
From: Glenn D. Rudolph	Respond to of 186894

INTC: NATNBK MONT.SEC increased estimate for fiscal year ending 12/98 from $3.19 to $3.29 on 10/22/98 INTC: NATNBK MONT.SEC increased estimate for fiscal year ending 12/99 from $3.80 to $3.90 on 10/22/98 INTC: NATNBK MONT.SEC made new estimate for quarter ending 12/98 of $0.93 on 10/22/98 INTC: WARBURG DILLON increased estimate for fiscal year ending 12/98 from $3.12 to $3.29 on 10/14/98 INTC: WASSERSTEIN PER increased estimate for fiscal year ending 12/98 from $3.10 to $3.30 on 10/14/98

To: Tenchusatsu who wrote (67234)	10/23/1998 10:49:00 AM
From: kash johal	Respond to of 186894

Tench, A little company called Motorola announced a new very fast RAM for workstation market. Based on 0.18 Cu I believe. It was announced about a month ago, and could be the way AMD is looking. Regards, Kash

To: Tenchusatsu who wrote (67234)	10/23/1998 12:32:00 PM
From: Paul Engel	Respond to of 186894

Tenchusatsu - Re: " First of all, I think that the AMD K7 is initially going to be targeted at high-end desktops. " I think AMD has essentially admitted that - during the K-7 love fest at the MDR forum. The product seems like a well improved K6 but not robust enough to take on the XEONS of today, let alone the Cascades of next year. Re: "the KNI in Tanner should be able to accelerate graphics workstation apps." The KNI will help immensely - but the software applications and drivers need to incorporate KNI instructions and algorithms. Accordingly, there will most likely be a "transition" period as EDA or 3D design software gets ported to Tanner/NT and speed improvements are made incrementally. Paul