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To: Paul Engel who wrote (62774)8/19/1998 12:50:00 PM
From: gnuman  Read Replies (1) | Respond to of 186894
 
Paul E. re; <It's another stick you could swing, along with your "AMD/Cyrix sub $1000 PCs are gonna kill Intel".>
First of all, I don't own any AMD stock, you do. Appears to be a smart move on your part. ;-) Doubt if either of us have NSM, a real dog. I feel sorry for Brian, smart guy but maybe he should have stayed at LSI.
My Intel shares move up and down the same percent as your's, (wish I held as much as you).
You continue to be upset when I point out competitive factors in the marketplace.
I think iMac could impact the segment-0 market. Cheap, easy to use by the PC illiterates, and tailored to the net. Will the WinTel faction need to react?
Is it a big deal? I don't know, but considering where real growth is happening things like these may have inordinate impact on the future. I've said a number of times I think Intel will be a $50 Billion company within five years. Do you disagree? But I'm not sure of the product mix that will generate these revenues. Too many segment-0's, graphics chips, StrongArms, and other appliance parts could change the business profile substantially.
Anyway, I'll keep pointing out the competitive factors, you keep deriding them. Add's a little balance.



To: Paul Engel who wrote (62774)8/19/1998 1:24:00 PM
From: Bill Jackson  Read Replies (1) | Respond to of 186894
 
Paul, A small local store that sells APple had an allocation of 25 here in Toronto. All sold the first day. With Frys having 150 on hand and some stores selling out it is reasonable to move them around. To avoid embarrassment they would put them in the back room out of sight.

APparently it is well received in PC Free houses and is getting some buyers, who APple hopes will stay on platform forever.

Bill