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To: Paul Engel who wrote (39826)11/10/1997 2:34:00 PM
From: Barry Grossman  Respond to of 186894
 
Paul,

Thank you - I tried to imagine what I'd be thinking about if I were there.

Your perceptions of the tone and attitude was just what I was looking for. I often find that non-verbal communication is much more revealing than verbal. This is one of the added values of the video communication revolution we will all be experiencing in the next 10 years.

Barry



To: Paul Engel who wrote (39826)11/10/1997 10:22:00 PM
From: Lee Penick  Read Replies (1) | Respond to of 186894
 
Hi Paul,

re - "They exhibited a "no back down" posture when analysts tried to one-up them or insinuate that pea-brain companies like Cyrix and AMD were about to topple Intel from its dominant position in this marketplace".

I believe AMD is building a $2,000,000,000 fab. How do you view this in light of their current manufacturing problems?

Do you know what they are planning on producing?

Lee


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