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To: Mohan Marette who wrote (42526)12/17/1997 2:38:00 PM
From: Dale J.  Respond to of 186894
 
<<re: How can one be optimistic about K7 when AMD couldn't even successfully deliver K6????>>

Mohan, I don't think one can be optimistic about AMD. By the time they get the K6 ready it will be too late. Its like the K5 all over again. But for now AMD seems to be setting a trend for lower margins. I hope Intel can successfully deal with AMD without protracted price cutting.

I think Intel has a good chance at meeting or even beating estimates.
The Pentium II has really come out in full force this qtr and is selling well. Dale