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To: Petz who wrote (1693)	10/24/1997 11:30:00 PM
From: Brian Hutcheson	Read Replies (2) \| Respond to of 6843

Petz , re. relative valuation of Intel and AMD... If you take market capln. then Intel is 39x the value of AMD on P/S valuation Intel is 3.3 x AMD . I believe that what we are seeing with Intel is the start of a reappraisal in the valuation , from a monopoly to a company with lots of competition . Intel gave the game away when they hurredly dropped their chip prices even though AMD and Cyrix were not in a position to produce enough to pressure Intel's prices . This smacks of the paranoia that Groves is always referring to , but in this case I believe in overreacting he sent a bad message to Wall st. regards , Brian

To: Petz who wrote (1693)	10/25/1997 5:53:00 PM
From: Dave Parr	Read Replies (1) \| Respond to of 6843

* News * October 27, 1997, Issue: 188 Section: News BTO notebooks ready for retail By Aaron Ricadela "Meanwhile, Proteva's PC kiosk program is running full steam ahead, buyers report. Jackson said the $1,799 price point is moving best, and systems using Advanced Micro Devices' K6 processor are selling neck-and-neck with Pentium-based machines." techweb.com October 27, 1997, Issue: 188 Section: Product Labs Datel AMD K6 By "A fine example of how a generic machine should be delivered, the AMD K6MX-based Datel system was a fast performer with high-quality components and above-average expansion capabilities" techweb.com October 27, 1997, Issue: 188 Section: News Lack of standards a growing issue -- Alternative Processors Challenge MMX Chip to Improve 3-D Apps By Kristen Kenedy "One game producer, who asked to remain anonymous, said supporting the proprietary instruction sets of an alternative processor doesn't make financial sense." techweb.com <You may want to add this next one as a bookmark, but then again....> Uncle Grim's Computer Page This page is to inform computer novices and veterans alike about alternatives to the so-called standards in the small office, home office (mainstream) computer industry. Standards in this industry can change quickly, and I am attempting to keep up with them to bring you useful information about the things the leading computer companies don't want you to know. They have everything to lose in the face of truth and reason. Please read on and be enlightened. Last updated: 10/24/97 tstonramp.com <Lengthy article but interesting...below is a tidbit> October 27, 1997 Who Really Moves the Market, Part 1 Joseph Nocera Reporter Associate: Amy Kover "Peck had just come back from a research trip to Taiwan, where most of the world's motherboard manufacturers reside. "I kept hearing that customers were coming to Intel and saying, 'We'll be loyal, but you have to meet us halfway on pricing.' " Then a Taiwanese source faxed him a list of Intel price cuts. Peck relayed the news to his clients--and promptly downgraded Intel to "neutral." pathfinder.com@@KF8JWgUANCmDs0ne/fortune/1997/971027/ana.html Have a nice day....Dave