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AMD 214.69-0.1%10:49 AM EST

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To: AK2004 who wrote (1176)10/9/1997 4:15:00 PM
From: Steve Porter   of 6843
 
Albert,

I will agree with you that further development of low cost systems will hurt Intel's margins. I also suspect that it will hurt the margins of companies like S3 and ATi and CRUS and TRID (sorry about the bad grammar) as well.

I feel that in the push to lower the cost of computing, companies will have to move away from the attachment they have to margins and start looking at pricing and sales as a commodity type of situation.

Steve
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