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To: Kevin K. Spurway who wrote (5184)	3/23/1998 1:52:00 AM
From: Paul Engel	Respond to of 6843

Kevin - re: "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!" Perhaps Intel overestimated AMD's capability! In reality, Intel dropped their profits to $0.88/share in Q397 but these recovered nicely to $0.98/share in Q497 - despite their aggressive price cuts. Ergo, their profits actually INCREASED, not DECREASED, for this period. Could they have had even higher profits? Perhaps. This quarter will see a drop in profits for Intel - and deeper losses for AMD. I guess we should consider if the reduced profits for Intel or the increased losses for AMD will have the longer term impact on either company. What do you think? Re: "AMD did sell between 2 and 5 million K6s in 1997, as far as I know." 2,850,000 by my count. Paul