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To: Joseph Pareti who wrote (51583)	3/30/1998 5:42:00 AM
From: TTOSBT	Read Replies (1) \| Respond to of 186894

Joseph, Re: "I don't particularly agree that this is a real inflection point. I have a huge admiration for Andy." Joseph while your awaiting Paul's response may I ask a question? What do you think would of happened if Compaq listened to Andy, like Dell? Mr. Jai Singh's article suggest Andy made the mistake by not listening to Compaq. I suggest that is one sided. Thank you, TTOSBT

To: Joseph Pareti who wrote (51583)	3/30/1998 10:23:00 AM
From: John Donahoe	Read Replies (2) \| Respond to of 186894

It's my understanding that Compaq, Cyrix and AMD are losing money in the <$1000 market. So isn't it wise for Intel to go into that market only when they are confident that they can make a profit? JD

To: Joseph Pareti who wrote (51583)	3/30/1998 4:06:00 PM
From: Glenn Barrera	Read Replies (1) \| Respond to of 186894

Hi Joseph. In regards to the Dell comments, I have seen $699 "subzero" pcs selling from local screwdriver shops. These have 233's, 32 MB and monitors. If 32 MB is selling for $50 retail (I have seen as low as $40), how much would it have to rise in order for the "frenzy" to dry up. Do you personally believe that DRAM prices will rise (and stay higher for a sustained period)?

To: Joseph Pareti who wrote (51583)	3/30/1998 7:44:00 PM
From: Thomas M.	Read Replies (2) \| Respond to of 186894

Michael Dell said IF DRAM prices pick up. If DRAM were to pick up for a nanosecond, MU and the Koreans would open the floodgates. Regardless, Dell has benefitted from dropping component prices vis a vis the other boxmakers, because of the BTO model. Rising component prices will have the opposite effect. Was he sweating when he said this? -g- Tom