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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (37155)	10/21/1997 3:17:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 186894

Paul, Could you please show me your calculations that lead you to the following conclusions? "My "calculator" tells me that K6 availability WAS NOT AN ISSUE - and that the yield impact WAS NOT THAT SIGNIFICANT. AMD's real problem seems to be that their K6's are not selling well - especially inside the boxes of Tier 2/3 PC makers." Thanks, Jim

To: Paul Engel who wrote (37155)	10/21/1997 4:35:00 PM
From: Time Traveler	Read Replies (2) \| Respond to of 186894

Paul, "[AMD] accounted for $47,000,000 in losses (Before Tax credits)" According to LB report techstocks.com, you are off by $20M. With Intel, this $20M (whether gain or loss) is way down in the noise level, but with AMD, this sum is very significant. Why is AMD receiving a tax credit of $30M anyway? And could you explain this joint venture return of $5.3M? John.

To: Paul Engel who wrote (37155)	10/21/1997 5:21:00 PM
From: Gary G. Withrow	Read Replies (2) \| Respond to of 186894

Paul, RE: their K6's are not selling well - especially inside the boxes of Tier 2/3 PC I have seen a lot of ads in the LA Times from local shops that build and market their own systems where they'll give you a choice of CPU (which is then the only difference in the system). Some of these only show a difference in price of about $40 for a K6 vs an MMX Pentium with the same clock speed. Who in their right mind would consider a non Intel chip to save $40 on an entire system? Gary