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To: Investor A who wrote (3063)	12/22/1997 11:41:00 AM
From: James Yu	Read Replies (3) \| Respond to of 6843

To All, Here is a good news from PC data report - AMD K6 sale increased 16% of the market in November, up from 7.5% in October. Compaq Maintains Number One Position in Retail According to PC Data PR Newswire - December 22, 1997 07:04 RESTON, Va., Dec. 22 PRNewswire -- Compaq continues to lead in retail sales, according to the PC Data November Retail Hardware Report released today. During the month of November, Compaq captured 29.9% of the unit sales of Wintel-based PCs, registering a unit sales gain of 35.6% over October and 60% over November 1996. Compaq did however drop almost 1.5% in market share from October. "Compaq ably redirected its ship in November," said Stephen Baker, senior hardware analyst at PC Data Inc. "After dominating the under $1000 market during the past few months, Compaq ceded the lead in that category during November while extending its market leadership through broad strength in all price points and processor classes." Packard Bell-NEC was in second place with 23.6% of unit sales, down more than 5% from October, on a unit sales increase of 15.9%. Packard Bell-NEC's units were 60% above last November. Hewlett-Packard was third, with 16.2%, registering the same market share as in October. IBM finished fourth at 7.6% with unit sales up more than 85% versus October and CTX International was fifth with 6.8% of the unit sales. Overall, PC unit sales were up 41.6% above October's figures, and 15.4% versus November 1996. However, this was the fourth consecutive month showing declining unit sales growth over the prior year. Average selling prices were down to $1333 in November, a 1.8% decline from October, and a $238 decline from last November. PCs selling for under $1000 captured 33.3% of sales in November, down considerably from October's 39.2%. Despite this decline in market share, unit sales were up 21.2% from October. Packard Bell-NEC was the leading manufacturer in the under $1000 market in November, with 28.1%, followed by Compaq, CTX International and Hewlett-Packard. This was the first month since June 1997, that Packard Bell-NEC was the king of the low priced segment. Packard Bell-NEC was also the leading manufacturer in the $1000 to $1500 price points, as it has been four of the last five months. Hewlett-Packard was the number-one brand between $1500 and $2000. By price point, the largest unit increases were in the $2000 to $2500 price range, where unit volume tripled over October, and market share doubled. Compaq dominated these sales, accounting for over 50% of the volume within these price ranges. "Fast growth in the highest price points, in contrast to the slower growth in under $1,000 prices, indicates that many consumers are still anxious to buy the newest technology, especially during the holiday season," said Baker. Pentium II processors continued to gain share in November as classic Pentium products and the Cyrix MediaGX-based skus began to disappear. Pentiums with MMX captured 60.7% of the market on unit growth of just over 20%. Both Pentium II and AMD K6 processors remain neck and neck in unit volume, and have both tripled volume and doubled market share since October. Pentium II sales accounted for 17.4% of unit volume in November; up from 7.9% in October, while AMD K6 skus were 16% of the market in November, up from 7.5% in October. PC Data is the leading market research firm for software and hardware point-of-sale data. The Reston, Virginia-based company was founded to meet the challenge of providing the personal computer software and hardware industries with accurate sales data. PC Data is the industry standard for tracking software and hardware sales. SOURCE PC Data CONTACT: Stephen Baker, senior hardware analyst of PC Data,

To: Investor A who wrote (3063)	12/23/1997 2:54:00 AM
From: Willie Lew	Read Replies (1) \| Respond to of 6843

Investor A, Here's my opinion from an engineer standpoint and I could be wrong. All CPUs including INTC, AMD, CYRX have bugs.. It just seems that the INTC ones just get reported more. I am 100% sure that the AMD one has bugs but it does not get reported because most people have the INTC one. The AMD and CYRX caters to the low end market and that is fine. I think INTC has done a wondering job handling and fixing the latest bug. Get some people to test AMD, CYRX chips and you'll find bugs... Bugs are a way of life.. Nothing is bug free... That keeps software engineer and hardware engineers employed also. All the other questions, I would say go ask INTC. I am not sure... ask INTEL their web site is: www.intel.com Look under company info and investors relations. Hey, I am only a very small investor here. I am not running their business. If you really think INTC will fall to 20's then short it... I bet you will cover fast. In my opinion, your prediction is unrealistic since INTC is the core of technology and if INTC falls their will be no high tech. We will use manual typewriters again :-) Willie >> If these information are your confidence on Intel, your might want to step back and review your investment on INTC. Intel is the world's #1 maker of microprocessors, with 90% of the market. Its microprocessors -- including the Pentium -- have been providing the brains for IBM-compatible PCs since 1981. On surface, these statements are correct. Behind them, lots of questions have to be asked, such as: 1) With such enviable resources, why Intel could not design decent and bugs-free processors? 2) Why it is such a shameless illegal copy cat? 3) Does Intel have enough x86 technology to bring out better processors to compete with its competitors? 4) Manufacturing refinement is not technology achievement. Why did Intel have to advertis it as its own innovations? 5) Why the success of Intel Corp. relied on deceiving end users by miss-leading advertisements instead of offering them with truely efficient processors in their core business. 6) Why Intel has to play the such ridiculous game of "with and without L2 cache on PII"? 7) Why does it take Intel so long to bug fix the FPU bug on PII? 8) What do you think of these people bought PII now? Do you think that they are enviable rich or just stupid enough to be fooled by Intel? I could go on and on. Intel has reached its peak and is falling down fast as it became a technology loser rather than its previous role of technology innovator. If you like INTC, you might have very good chance to buy it low 20s in the next 12 months.