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To: Bill Harmond who wrote (13769)	10/28/1997 3:55:00 AM
From: Reginald Middleton	Respond to of 24154

<Right, Reg, Mr. Un-naive. Tell us about your table-pounding about Intel at the August high.> Table pounding? As usual, you are speaking in riddles. I say a Intel is a good company and you say I pound the tables??? Intel is still compfortably up, it got away from itself as it approached its high and looks to be getting rather cheap as we speak. Run the numbers... This company pretty has nearly locked up the medium to high end of the market and has forced nearly all of margin out of the low market where it only has two competitors with less than 10% market share between them. Unix players are buckling under the pressure (SGI, HP, IBM & DEC), giving up new, higher margin market share and as the PII and the new socket architecture spreads and the clone chips are again outclassed, margin pressure should be temporarily relieved on the lower end.

To: Bill Harmond who wrote (13769)	10/28/1997 9:07:00 AM
From: Reginald Middleton	Read Replies (1) \| Respond to of 24154

<Right, Reg, Mr. Un-naive. Tell us about your table-pounding about Intel at the August high.> Do a little research and look into how much INTC's competition was bleeding before the following happened. What do you think is going to happen now? Janet Reno is going after the wrong company. What happens when the competition is bought out (like DEC) or destroyed (Cyrix, AMD) with the vast majority of the froth cut off of the price as of yesterday? Think about it. Intel processor price drops Processor % decrease 266-MHz Pentium II 21% 233-MHz Pentium II 24% 233-MHzÿMMX Pentium 22% 166-MHz MMX Pentium 23% 200-MHz Mobile MMX Pentium 20% 166-MHz Mobile MMX Pentium 22% 133-MHz Mobile MMX Pentium 40% Source: Intel This brings personal computers with Intel's top-of-the-line chips below the $2,000 price point in record time. Previously, this took years to occur: With the Pentium II it has happened in a matter of months.