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To: SisterMaryElephant who wrote (63986)	9/5/1998 12:28:00 AM
From: Paul Engel	Respond to of 186894

Steve - Re: "Is it not possible that the price would have stayed at $2,000, had their not been a Japanese recession, Asian crisis and general semiconductor slowdown?" I think your "question" is 110% relevant. The Asian slow down and currency devaluations, coupled with a HUGE GLUT in DRAM supply, hard disk supply and monitors, floppies, etc. has driven DOWN the cost of all components by 50% to 80% - FAR more than the cost of the CPUs that go into PCs. Of course, Cyrix/NSM has been rather clever at selling CPUs well below their costs ($50) and losing money hand over fist. AMD has done nearly the same. Paul