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Technology Stocks : Cascade Communications (CSCC)

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To: Kiriakos Georgiou who wrote (2898)	3/15/1997 5:24:00 PM
From: Alec Epting	of 3743

I admire your perserverance with AMD, Kiriakos. How did you resist the temptation of switching to another stock that had upward momentum when your stock had been falling so much? On a related topic, from what I gather, Intel's strategy for dealing with the K-6 is as follows: 1. First sue for trademark infringement to stall the announcement. 2. Build a Pentium II that runs much faster than the K-6 and announce volume production no more than two months after the K-6 goes into production. 3. Before motherboard vendors have a chance to design for the K-6 and first tier computer manufacturers have a chance to evaluate it, let alone adopt it, release the Pentium II complete with motherboard, ready to be installed. Give computer manufacturers assurances that if they stay with Intel, their position in the queue for future gizmos will remain intact. If this plays out, how do you think it will affect AMD? Will they position the K-6 for the midrange consumer market? When do you plan to sell your stock? Just wondering what criteria you use for hanging on and for selling.

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