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To: James Yu who wrote (1986)	11/6/1997 11:43:00 AM
From: Ali Chen	Read Replies (1) \| Respond to of 6843

James: <Let see your [Paul's] dream of Intel's R&D> This is not a dream, this is plain stupid, as usual on many Paul's "scientific" ideas. He probably is not aware that investment in R&D provides return only after YEARS, not quarters. For short term the Intel future does not look as brilliant in stock price terms. Regards, Ali

To: James Yu who wrote (1986)	11/6/1997 1:04:00 PM
From: Investor A	Read Replies (1) \| Respond to of 6843

James, Don't leave Cyrix out from the victium lists of Intel stolen technologies. I heard lots of complains from streets when Intel debuted their first Pentium chipsets. Have your heard the small chipset players, such as SIS, Opti and VIA? Intel is just as dirty as its supporters on SI! :((

To: James Yu who wrote (1986)	11/6/1997 10:34:00 PM
From: Paul Engel	Respond to of 6843

James - Re: " IMHO, Intel should cut R&D budget, like IBM did, to benefit to its shareholders." Intel has succeeded because it has invested in R & D. Shareholders have benefitted enormously from that R & D over the long haul. Who invented the microprocessor - AMD? Who invented the DRAM - AMD? Who invented the EPROM - AMD? Who invented the PCI bus - AMD? Who invented the AGP bus - AMD? Look at a graph of Intel's stock price AND AMD's stock price from 1983 to the present. You may be surprised. Paul

To: James Yu who wrote (1986)	11/7/1997 2:33:00 AM
From: Yousef	Read Replies (1) \| Respond to of 6843

James, Re: "IMHO, Intel should cut R&D budget, like IBM did, to benefit to its shareholders." Actually James, I think you will see Intel increase their R&D budget. As they move to .18um and .13um processes, the money necessary to support the process development rises exponentially. If one can't afford to "fully" support the R&D, then they (AMD) need to get out of the leading edge "IC process game" ... BTW, DEC just finally realized this ... AMD is a full process generation behind Intel in performance !! Make It So, Yousef