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To: Pravin Kamdar who wrote (2766)	12/6/1997 11:33:00 AM
From: Yousef	Read Replies (1) \| Respond to of 6843

Pravin, Re: "BTW, sorry to hear that you were "duped" by Brian ..." So why do you continue to believe in AMD after their performance and execution with the .35um K6. This was their best "shot" at making some inroads on Intel's CPU monopoly. They didn't execute their plans and they are now trying to play "catchup" from an even more difficult position than in April '97. In regards to Cyrix, there are a few very important facts to consider before you are "duped" again. 1) Intel has the most advanced IC process, best yields and is the lowest cost producer of CPU's in the world. Intel is very focused on "leading edge" process development that then is translated into the fastest CPU's available. 2) National Semiconductor is a process "follower" ... this has been their recent business model. This will insure that Cyrix will not be able to compete in the Corporate workstation, server or notebook markets. The only market for Cyrix/National will be the home/ <$1000 PC market. 3) National Semiconductor is NOT the low cost producer of leading edge CPU's or ASIC's. National's margins in the <$1000 PC market will always be very low. If Intel decides to compete with specific designs in this market, National will have to exit this market. These facts are very hard to deny or argue ... hopefully you won't have to suffer the financial losses that you did on AMD by following Brian's advice. Make It So, Yousef

To: Pravin Kamdar who wrote (2766)	12/6/1997 2:32:00 PM
From: StockMan	Read Replies (1) \| Respond to of 6843

Pravin, Re -- Not even AMD could have foreseen the extent of the yield problems that they were to encounter. And, AMD has certainly shipped real product; they just haven't made any money at it, and this is the only relevant point. Finally, I did not expect Intel to have the will to lower prices as much as they have. See www3.techstocks.com These were posted just after the K6 was announced... You deserve to be "duped" by people like Brian Hutchinson. I am surprised you are still around, and haven't jumped out of a window. Oh well you must be the 1 call type of person. Stockman

To: Pravin Kamdar who wrote (2766)	12/6/1997 10:56:00 PM
From: Brian Hutcheson	Read Replies (2) \| Respond to of 6843

Pravin , re. duped We know that there were many analysts who were under the impression that AMD would ramp up K6 quickly , as the Q2 and early Q3 results seemed to indicate . As you pointed out not even those at AMD knew there would be a reversal in yield until it occurred . Then Mr make it so-so in hindsight makes all kinds of claims as to his foresight This guy is trying to do exactly as his motto indicates , create his own reality . His mother didn't teach him about the real world , That things don't work that way , regards , Brian