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To: henry tan who wrote (48814)2/25/1998 2:29:00 PM
From: Paul Engel  Read Replies (1) | Respond to of 186894
 
Henry - Re: " Processor analyst sees an end to Pentium MMX "

This processor analyst - Gwennap - is truly brilliant.

For the past 6 months Intel has been saying that they (Intel) will be nearly 100% Pentium IIs by the end of 1998.

So now this guy finally UNDERSTANDS something - 6 months late?

I guess he can peddle his report to other clueless analysts.

Kurlak - how many do you want?

Paul



To: henry tan who wrote (48814)2/25/1998 2:33:00 PM
From: Joey Smith  Respond to of 186894
 
Henry, thanks for the article. The last paragraph says its all:

Gwennap also said that although Intel's production costs have been rising
and the company experienced a dip in market share a couple of years ago
with small growth in gross profits again last year, the situation is changing.
The company will continue to make up any ground it lost and will again
have 80 percent of the market.

"I see '98 as looking better," Gwennap said, "especially in the second
half."