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To: Brian Hutcheson who wrote (2157)	11/15/1997 1:43:00 AM
From: Ali Chen	Respond to of 6843

Brian, from that article: "The Pentium II does not dramatically improve the performance for consumers," he said, "so they are forced to use price as a lever." This is in line with my observations. The shops (CompUSA, Computer City, BestBuy, etc) are overstocked with old Pentiums and P-MMX, with no visible difference in performance. There is very little room for P-II, illiterate customers are confused and cannot distinguish Pentium from Pentium (who pays attention to these stupid numbers I or II at the end?). Regards, Ali

To: Brian Hutcheson who wrote (2157)	11/15/1997 2:14:00 AM
From: Investor A	Read Replies (1) \| Respond to of 6843

Brian, Thanks for the news. I think that this news just announced the oversupply of x86 MPUs, especially on the overpriced chip like PII, for the next two years. When Intel charges $45 for LX chipset, the sales on PII would not take off. The rebound of INTC is offering us excellent opportunity to get some cheap INTC puts to catch its meltdown from the margin erosion.

To: Brian Hutcheson who wrote (2157)	11/15/1997 1:43:00 PM
From: James Yu	Read Replies (2) \| Respond to of 6843

Brian, "The Pentium II does not dramatically improve the performance for customers." as I posted, "What do I gain? If I upgrade my PC to P II - from coroprate customers response." "My view is that the Pentium II is not meeting Intel's expectations as far as demand is concern." as I posted, "Intel has big problem selling Pentium II." Before they publish all of these information, I already knew all of them. A lot of Intelbees come here to find a lot execues to bah!bah!bah! with me. The Intelbees are so poor in knowledge and data. They have a lot of big mouths with a lot of imagnations. I further provide my data to predict Pentium II sales in future three months as follows. From the survey of Reseller News - the PC salesmen of nationwide expect Intel's CPUs sales in the future three months: 1. Pentium II - 14.8% 2. Pentium - 28.7% 3. Pentium/MMX - 41.4% 4. Pentium Pro - 14.8% You see the Pentium and the Pentium/MMX will take 70% of sales and the Pentium II only take 15% of sales. From all of my posts, the past sales from Ingram Micro, the present Intel's price cut and the expectation of future sales, the evidence are very clear that Pentium II sales got a lot of problems - we want to see Intel how to liquidate its truk load inventories of Pentium II. Best wishes James