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To: Scumbria who wrote (80052)	4/26/1999 11:05:00 AM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Scumbria, Anand says that K7 performs as fast as PIII. That's all. "Is that all there is?" - Peggy Lee. Tony

To: Scumbria who wrote (80052)	4/26/1999 11:44:00 AM
From: Joseph Pareti	Read Replies (1) \| Respond to of 186894

as i see it; there were 3 shock-waves in 1q1999: (i) the last gasp from a moribund TK who warned of a low-end price war (ii) the late February warning by CPQ of slower PC sales (iii) the profit shortfall preannouncement by CPQ in early April In all 3 cases INTC took a hit as "analysts" bashed INTC. Now TK is gone and the CPQ problems are really CPQ problems. In all 3 cases I bought more INTC on the dip and took some profits on the subsequent rebounds. Conclusion: INTC is the best play both short and long term.

To: Scumbria who wrote (80052)	4/26/1999 1:10:00 PM
From: Paul Engel	Respond to of 186894

SCUMbria - Re: "Anand says that K7 performs as fast as PIII. How does that figure into your view of the world?" Anand said the same thing about the Kmart 63 5 months ago. Not very many Kmart 63's around. Paul

To: Scumbria who wrote (80052)	4/26/1999 1:13:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

scumBRIA - Re: "Anand says that K7 performs as fast as PIII. How does that figure into your view of the world?" Shoots the hell out of AMD's claim that the desKtop 7 will be the WORLD's fastest x86 processor when the desKtop 7 finally does ship. It's only as fast as last month's Pentium III - 0.25 micron version ! Paul