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Politics : Ask Michael Burke
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To: Thomas M. who wrote (20836)7/25/1997 1:18:00 AM
From: Kerry Phineas   of 132070
 
Tom, also interesting to note all the concessions at the bottom of the report. It really does look like INTC's screwed for the near term, though; all the garbage about screw-ups in demand for MMX/PII doesn't make any sense to me. Another interesting to think about- costs INTC the same amount to pump out a higher MHz chip of a particular type as it does to pump out a lower MHz chip; if AMD is the same, and limits production to the higher eschelons of the ladder, will really screw up INTC's price discrimination big time.
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