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To: Harold Engstrom who wrote (5299)	3/27/1998 10:23:00 AM
From: Time Traveler	Read Replies (2) \| Respond to of 6843

Harold, x86 Market: Since there are only a handle of x86 producers (unlike DRAM business), x86 market cannot become a commodity one. Intel's Margin Crashing: You call from 60% to 55% crashing! How about from $20M profit to $60M loss? Proprietary Platforms: This Slot-I business does not resemble Apple's and IBM's adventures a few years ago. As I said, only a handle of folks are producing x86. The proprietariness of Slot-I has no impact in the market place. Box makers like Ali should not care since PCs are built around a processor. Companies that produce video cards, sound cards, DVD interface, etc. do not care. Only copycats from competitions care! I meant the investors that invest in copycats. John.