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To: Paul Engel who wrote (5180)	3/22/1998 9:31:00 PM
From: Ben Antanaitis	Respond to of 6843

All, AMD Options Analysis, March'98 wrapup, April'98 snapshot at: pipeline.com Ben A.

To: Paul Engel who wrote (5180)	3/23/1998 1:37:00 AM
From: Kevin K. Spurway	Read Replies (1) \| Respond to of 6843

Re: "It is an excellent example of how AMD and nearly every analyst completely overestimated AMD and completely underestimated Intel!" Could you explain why you think everyone was overestimating AMD and underestimating Intel? AMD did sell between 2 and 5 million K6s in 1997, as far as I know. In retrospect, it looks like Intel was the most guilty of overestimating AMD. Intel slashed prices, severely eroding margins; as a result Intel sacrificed hundreds of millions in potential profits in order to inflict damage on a concern which, as a result of its own manufacturing problems, wasn't even a real threat! Oops! Good thing AMD can't get its act together! Intel would be toast! Cheers, Kevin