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To: Bill Jackson who wrote (4493)	2/19/1998 9:58:00 PM
From: Yousef	Respond to of 6843

Bill, Re: "Some with faith thing he already has a winning ticket ..." Everyone that buys a "lottery ticket" thinks they have the ONE winning ticket ... It just doesn't work that way. No amount of "faith" can compensate for incompetence in MegaFlop 25. Make It So, Yousef

To: Bill Jackson who wrote (4493)	2/19/1998 10:05:00 PM
From: AK2004	Read Replies (2) \| Respond to of 6843

BankAmerica's comments on IDF forum: Key Points: Yesterday, at the Intel Developer Forum (IDF), senior management highlighted their company's microprocessor strategy for 1998 and beyond. With the maturation of the PC industry from just desktop machines to desktops, servers, workstations and mobile platforms, Intel has chosen to segment its product line as well. Instead of introducing new high end microprocessors and migrating them down over time, Intel has chosen to leverage its core microprocessor technology to target and tailor individual segments in order to provide compelling microprocessor solutions. The first segmented product will be Intel's Pentium II processor. The company plans to tailor the Pentium II to address four specific markets: basic computing, server/workstation, performance computing and mobile computing. At least four different "flavors" of the Pentium II will be released to satisfy these markets. We believe Intel's strategy could help them distance themselves from competitors such as Cyrix/National and AMD. However we are concerned that too much segmentation could cause customer confusion, especially in the consumer market and it could also lead to manufacturing risk.** In the near term we are concerned about processor ASP decline being driven by declining PC price points. We continue to rate the stock a Long-Term Attractive. ......