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To: Time Traveler who wrote (3084)	12/23/1997 1:22:00 AM
From: Praveen Johal	Respond to of 6843

re: Even CompUSA here at metro Detroit area has P-II sales dwarfing K6 (CTX). No argument there but there definately seems to be indications of a trend starting and better public awareness....albeit 2 quarters later than was hoped. Consumers are a lot more knowledgeable and regardless of the Intel Inside campaign which has cost Intel a fortune, the market is ripe for Intel to lose significant ground (yes, several things have to happen but I don't see anything to indicate that they won't; difficult yes, but impossible - no) There have been several recent articles about the Intel Inside ads and if they were really worth the money. They were started at a time when no real competition existed....wasted $$$ in my opinion.

To: Time Traveler who wrote (3084)	12/23/1997 8:40:00 AM
From: Kevin K. Spurway	Respond to of 6843

Re: "Don't kid yourselves about the sales of K6 vs. P-II basing on third-tier computer box-makers." What exactly are the facts here? K6 unit volume was 16% of market, Pentium II 17.4%. Some have suggested these numbers don't take into account screwdriver shops, or, as you say n'th tier vendors. But you think these n'th tier vendors do proportionately larger non-Intel business. Thus, regardless of the total size of the screwdriver shop market, K6 and PII sales are approximately the same in unit terms. Intel can't afford for this to continue. If AMD is able to take and maintain 20-30% market share as the market switches to PII, the cost structure advantages that the K6/socket 7 possesses over slot 1 will inevitable make AMD a nicely profitable company. Regardless of Intel's long term potential, I wouldn't want to be holding it over the next year as these dynamics become more apparent. Kevin