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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Jim McMannis who wrote (27303)	12/30/1997 12:19:00 AM
From: Joey Smith	Read Replies (1) \| Respond to of 1574261

Jim, we don't know yet what effects of these PII cuts will have on Intel's margins/earnings, because we don't know precisely Intel's economies of scale, manufacturing process efficiencies, and volume unit increases. We'll have a better picture in a few weeks. We do know the effect it will have on AMD, and its not good PERIOD. joey

To: Jim McMannis who wrote (27303)	12/30/1997 12:43:00 AM
From: StockMan	Read Replies (2) \| Respond to of 1574261

Jimmy, Jimmy Re -- AMD might not make any money but Intel is prime for a shortfall too. At least the street thinks so. The street will think differently a few weeks from now, and will again change its mind a few more weeks later, and then again change its mind... If Intel or any other business were to be run based on what the street thinks. They would all be bankrupt. So think before you make asinine comments like Intel will not make money because of price cuts.. Shee..sh. Stockman

To: Jim McMannis who wrote (27303)	12/30/1997 1:29:00 AM
From: Investor A	Read Replies (1) \| Respond to of 1574261

Jim, Now I see Intel selling P2-233's for $268. I see why wall street is punishing these stocks. It simply indicated two things: 1) Intel could not sell PII-233 at the previous $400+ while conidering Pentium II is a buggy processor. 2) PII-233 is over-supplied!! $268 is still too expensive to buy if you consider its bug features. I would consider to buy one if it drops to $99.