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To: Paul Engel who wrote (1980)	11/6/1997 11:08:00 AM
From: James Yu	Read Replies (4) \| Respond to of 6843

Paul, WOW!!! What a marvelous imagination!!! Let see your scientific logic. In the past of Intel's monopoly time - Intel didn't kill AMD. In the present and future of Intel's real competition time - Intel will kill the competitor - AMD(out of business). You logic screws up the present and the future again. Wake up, Paul! Screwing up future, you will get notning. Let see your dream of Intel's R&D. From CNBC's Murphy comment, "We think R&D is real important. It drives the whole world. WS looks at R&D as an expense that gets subtracted from current earnings. The more a company spends on R&D, the worse it is from WS's view," Murphy said, "They like companies that cut R&D, like IBM which produces short-term earnings." In the past, Intel's big R&D budget for Pentium development proved one thing - stealing DEC technologies. IMHO, Intel should cut R&D budget, like IBM did, to benefit to its shareholders. Best wishes James

To: Paul Engel who wrote (1980)	11/6/1997 5:39:00 PM
From: Larry Loeb	Read Replies (1) \| Respond to of 6843

Paul, IF (and I don't recommend this) Intel adopted this strategy, they could, as you noted, possibly drive AMD out of business - or at least drive them in to a vety big hole. (Make that a Bigger Hole). vs. Instead, they are turning the screws down slowly on AMD and Cyrix - essentially reducing them to a state of perpetually marginal profitability. In the mean time, Intel can make really good profits that will be re-invested in R & D and capacity expansion. The first would be an antitrust problem. The second is a viable strategy of maximizing competitive strengths while maintaining a competitive situation - no serious antitrust problems. Larry