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To: Petz who wrote (41489)12/4/1997 8:49:00 PM
From: Barry A. Watzman  Respond to of 186894
 
Petz,

I don't equate the fact that they are going to use AMD chips to "Intel loses largest China customer to AMD"; Intel has not "lost" Compaq, even though they use AMD chips. If true, it's a victory for AMD, agreed, but not necessarily a significant loss to Intel.