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To: jmac who wrote (92417)	11/14/1999 7:38:00 PM
From: Jim McMannis	Respond to of 186894

Jmac, "RE:"To: +Paul Engel (92417 ) From: +jmac Sunday, Nov 14 1999 7:24PM ET Reply # of 92422 You give them a better chance than I. The real question is can they continue it if they actually do break even. Or, better yet, can they make their shareholders any money at all." I know you Intel faithful listen to Paul... So on this one...listen to Paul. 85% chance sounds alright will me but I'd say more like 65% chance.

To: jmac who wrote (92417)	11/14/1999 11:56:00 PM
From: Paul Engel	Respond to of 186894

jmac - Re: "The real question is can they continue it if they actually do break even. Or, better yet, can they make their shareholders any money at all." No. They can make a few pennies for a quarter or two - when they have a slight advantage. But right now, EVERY THING is going their way - the economy is strong, CPU/PC sales are VERY STRONG, and FLASH SALES are soaring. In mid-1995, when these conditions also existed, everybody was prediciting the good times would last for 3, 5 or 10 years - however, the good times COLLAPSED within 6 months, during the 1995 Christmas season. When the current situation subsides, next Spring in my estimation, AMD will be back in the price-slashing mode, heading for more losses. Paul