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To: greg nus who wrote (3101)12/23/1997 5:27:00 PM
From: Brian Hutcheson  Read Replies (1) | Respond to of 6843
 
Greg , you can't believe everything you read ...
I was just reading a report saying that twice as many people plan to buy a PC as last xmas . The pricing pressure has been obvious in all sectors, but AMD should be one of the few that will benefit in this environment IMHO . The reason being that unlike other sectors the CPU is proprietary rather than commodity type business .Plus even if AMD sold cpus at $100 they could still make money with a $25 cost , so the lower price CPUs will not affect AMD as much , all they need is volume
Brian



To: greg nus who wrote (3101)12/23/1997 6:26:00 PM
From: Investor A  Read Replies (2) | Respond to of 6843
 
Greg,

What's happened to INTC in the last minute trading?

K6-266 Notebooks are going to be the nightmare to all the recent buyers of Pentium MMX 200 & 233 notebooks. These victiums are going to explain why they paid $4,000+ for their PMMX notebooks and have to prove that they are not the type of rich fool. :)

Intel has ripped hundreds dollars of each CPU from them with the weak & slow Pentium MMX. Everyone believed the misleaded advertisements from Intel has been proved not wise enough. Somehow someday, Intel might suffer from the end user fightback. It might be much earlier than we could foresee.