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To: Brian Hutcheson who wrote (6175)	5/15/1998 3:09:00 PM
From: Ben Antanaitis	Read Replies (1) \| Respond to of 6843

Brian, So far it looks like Ben Anaitis'(sp) options analysis for closing price of AMD today at between $25 and $27.5 is wrong , probably the Kurlak effect. I couldn't have put it better... ;-)) It's tough to factor an over 8% price drop that occurs on the very last day... Ben A.

To: Brian Hutcheson who wrote (6175)	5/15/1998 11:00:00 PM
From: Kenith Lee	Read Replies (1) \| Respond to of 6843

Brian, I think the next generation of CPU will consumer most for the capacities. This will put capacity back to 0.35um (in relative term). However, more carrots will need to be put up before consumers are willing to upgrade from the 6th generation. A big carrot is softwares. I don't see that will happen soon. So the immediate one is price. All players will have to sell more silicon per less.