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To: gnuman who wrote (60564)	7/16/1998 3:20:00 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 186894

2-3 weeks for a K6-2-333... Jim

To: gnuman who wrote (60564)	7/16/1998 3:47:00 PM
From: Joey Smith	Read Replies (1) \| Respond to of 186894

Gene, IBM PC is struggling right now (especially consumer side), losing business to CPQ, DELL, Gateway, HP, and now even Micron. This will become evident next week. Their consumer PC-lineup looks pretty weak, imo. I do think they sell Celerons to business segment. I was surpised to see Compaq offering a variety of Celeron processors in their consumer PC line-up. Anyone else notice that on the main screen, they just list the processor speed, not manufacturer. Only if you click on it for more details do they reveal if its a AMD/INTEL chip. Yes, Mendocino will have a HUGE impact on the low-end, imo, and it's coming faster than most people think. joey

To: gnuman who wrote (60564)	7/16/1998 11:54:00 PM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

Gene - Re: "But, if you look at IBM's Aptiva line score for home computers, I get Intel....2 AMD.....5 " Duhhhh..... Aptiva, Gene, Aptiva! Two of the three Intel machines were NOTEBOOK COMPUTERS, GENE, NOTEBOOK COMPUTERS! REREAD THE ARTICLE GENE ! Then - do an AMD inventory for the IBM THINKPAD SERIES. Please report back to us all the Intel-based THINKPADS and the AMD=based Thinkpads, Gene. I will be waiting for your report, Gene. By the way - I admire your constant defense of AMD - very admirable. I especially like your apologies for their poor financial performance. How many AMD shares do you own? Be truthful now! Paul