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To: Kevin K. Spurway who wrote (4742)	3/5/1998 10:31:00 AM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 6843

Kevin re: They shot themselves in the foot and the shareholders are paying for it. The irony is that they slashed prices in order to protect a market share that hasn't needed protection, because AMD has failed to yield the K6 in volume anyway! Intel slashed prices to the extent they did to try and put AMD and Cyrix out of business. If they could succeed at this, then they could raise prices again. It remains to be seen if their strategy will work in AMD's case. National buying Cyrix definitely screwed up Intel's plans for a quick kill. I'm sure that Jerry feels pretty good about Intel's drop this morning. But, I sure hope that, in his mind, it is of little consolation. War is a nasty business for soldiers and for shareholders, since generals and corparate executives will eagerly send both to their deaths as their own safety is seldom in question. Pravin.

To: Kevin K. Spurway who wrote (4742)	3/5/1998 12:46:00 PM
From: Mike C	Respond to of 6843

Kevin what you say is true but "power users" constitute an insignificant $ portion of the market. The point I was trying to make is the PC market is not hurting as Intel implies only the high end, high profit portion is slowing relative to the low price box. The question facing us is is AMD positioned to take advantage and profit from the sub $1000 box or are they still floundering? If AMD sells a million cheap processors they will shine, where if Intel sells a million cheap processors they'll have an income problem as stock price is partly based on projections of big profit Pentium II /MMX and not cheap chips. If AMD is still having production problems when Intel releases their cheap chip (can't remember name C.... something)then we're in trouble If AMD has production up soon the stock will take off. Mike C