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To: wily who wrote (39152)	9/27/1998 3:30:00 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 53903

wily, take your time with mu - bull or bear. money is made both ways. the worst thing you can do is jump in before watching this trading sardine in action.

To: wily who wrote (39152)	9/27/1998 7:45:00 PM
From: Trey McAtee	Respond to of 53903

wily-- AMD owns half the sub 1k market. analysts like the brilliant niles <G>, will tell you thats ok, since INTC still owns the higher priced market. this is wrong. the ASP of PCs is being gradually and inexorably dragged down. as this happens, the functionality of the low end is rising. so, now for example, you can wait for a few months and be certain to get todays top end machine for less that 1k. another point in AMDs favor, and the one that relates to INTCs branding efforts, is that the longer AMD sticks around, the harder it is going to be get rid of it since it establishes its own position. i think we have seen the end of the dominate chip maker. good luck to all, trey