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To: Petz who wrote (3581)1/7/1998 4:02:00 PM
From: greg nus  Read Replies (2) | Respond to of 6843
 
Petz, Paul estimates what ever he has to to moke Intel look good. Kumar remarks are a direct result of the Intel Media Propaganda Machine. He's under preasure with Intle stock taking a pounding almost every day now. On earnings day it will look like
The Rainforest Cafe.



To: Petz who wrote (3581)1/8/1998 9:03:00 AM
From: cfimx  Respond to of 6843
 
Petz,

Looks like your're one of the guys following this closely too. What do you think the mix will be as we go through 1998 for intc and the rough effect on asp's throughout the year. I think Paul thinks that they will go down first, then up? What is your take? And do you think that Amd can get manufacture in enough quantity and advance their technology to trouble Intel in 3nd half of 1998 and beyond? Apprecuate your insights.


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