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To: Rob S. who wrote (4440)	10/27/1997 1:04:00 PM
From: patrick tang	Read Replies (1) \| Respond to of 11555

RE: I think we can expect another series of price reductions by the middle of next year. Intel generally offers quaterly price cuts. The next one is due Feb 1st. Will everybody all 'ramped' up by then, you can bet that they will not miss that one. Only unknown is how deep the cuts will be. patrick tang

To: Rob S. who wrote (4440)	10/28/1997 8:43:00 PM
From: Charlie Tuna	Read Replies (1) \| Respond to of 11555

Article on Intel price cuts: news.com Intel competition for Winchips: 133 non mmx 85 85 166 MMX 145 112 23% 133 MMX notebook 177 106 40% It looks like the big drop on the notebook 133 cpu is to keep the WinChip out of the notebook market. The good part is the WinChip is 50% cheaper to mfg. Unless Intel sells for a loss they cant match the WinChip! Could Intel get away with dumping as they are not a foriegn company? Any experts on anti dumping laws? Long term concern is PII market share over the next 12 months.It seems Intel is in a tight position. The Intel roadmap is for thePII to be 90% of sales by the end of 98: chipanalyst.com If they sell the PII's into the sub 1000 market they really hurt sales in the +2000 pc market.I think Intel did not plan on the sub 1k market emerging. Charlie