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To: exhon2004 who wrote (41637)	12/6/1997 4:17:00 PM
From: Yousef	Read Replies (1) \| Respond to of 186894

Greg, Re: "Wouldn't a strategy of competing with the low cost producer on price be suicide?" I think when AMD originally released the K6, AMD thought that their CPU would perform equally or even better than anything Intel would have to offer for 3 - 6 months. Their mistake was underestimating Intel's process superiority and willingness to cut prices. Intel will continue to stay at least 2 speed bins ahead of AMD and Intel will also aggressively price their CPU's that compete with AMD and Cyrix. Both AMD and Cyrix just do not have the financial resources to develop leading edge process technology. Make It So, Yousef

To: exhon2004 who wrote (41637)	12/6/1997 4:27:00 PM
From: StockMan	Read Replies (1) \| Respond to of 186894

Greg, Re -- AMD might have been smarter to price higher than Intel and target that portion of the market that believes the K6 is superior to Intel's offering and thus worthy of a premium. Yes, but that market is relatively small, and wont support the huge investments in Fabs and R&D. Re -- As for Cyrix, it seems they are trying to compete on price, but at least have the semblance of a strategy by incorporating additional functions on the MP. Yup, but Intel next year will be able to produce a system much cheaper than Cyrix's 486GX dud. Stockman