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To: greg nus who wrote (2734)	12/5/1997 4:04:00 PM
From: StockMan	Read Replies (1) \| Respond to of 6843

Greg, Re -- the problem is Intel has bet it's entire 10 fab strong company on the wrong end of the market. The high END. Intel is positioning itself for ALL segments of the market. Now with the chipsets R&D work, The software etc.. Intel will be able to produce a LOW END PC with a PentiumII 300 by Mid 98, much cheaper than AMD with its K6 can. Given a choice of a PentiumII300, and AMD 233 for $799, which one would you BUY? AMD's CPU fate is sealed, NUSANCE.. They have until Mid to 3Q 98, before ITS the END.. and everyone SEES ITS the END. Stockman

To: greg nus who wrote (2734)	12/5/1997 6:34:00 PM
From: Brian Hutcheson	Respond to of 6843

Greg , not only can AMD supply the low end desktop CPUs , but also the high end notebook CPUs also . Add to that the 3D chip for the games players and you have a very good blended ASP , Brian

To: greg nus who wrote (2734)	12/5/1997 6:38:00 PM
From: John Prugh	Read Replies (1) \| Respond to of 6843

Greg, I think you hit the nail on the head -- consumers want a cheap, but powerful computer. Remember the Macintosh? It was an expensive (and very powerful computer...oh they are still around and I wish I could afford one...), and look what happened to Apple. If this really was Sanders' plan all along, then it shows great foresight (although I am not sure he did it on purpose). By the way, I looked at Value Line today, and although the write-up is old (Oct 24), it appears that AMD is certainly undervalued at the current price (and that is a lot coming from Value Line). In addition, the Value Line analyst was not worried about the long term outlook for AMD - John.