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To: Brian Hutcheson who wrote (3075)	12/22/1997 5:09:00 PM
From: Investor A	Respond to of 6843

Brian, Even Intel does not know how to meet the challenge from the sub-$500 PC market, how do we know what they are going to do with their PII? All thes recent researches on the cacheless PII-266 have shown that it might be as fast as Cyrix MediaGXm 233Mhz (which uses SDRAM to enhance system performance) if not slower. Intel might have come to the same conclusion and might shy from their cacheless PII project. The falling ASP and reducing earning are making Intel panic about the extra $10 L2 cache cost from SLOT1 design. Intel claimed that their extra L2 cache cost is $20. You know that I never trust what Intel cliams one month after I bought their Intel 287 co-processor.

To: Brian Hutcheson who wrote (3075)	12/22/1997 11:40:00 PM
From: greg nus	Respond to of 6843

Brian, That was my thoughts back when I posted an extended life for socket 7. Slot I is too expensive to use in the sub $1,000.00 market. socket 7 works like a charm. The more subs built for socket 7 the more possibility and probibility of an AMD upgrade down the road. Also the survey is more evidence that AMD has moved for the beachead and are moving inland. Sub $1,000.00 are opening up a new front that AMD is better prepared for than Intel. AMD's K-6 is also the chip of choice.