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Technology Stocks : Intel Corporation (INTC)
INTC 48.80+5.0%Feb 2 3:59 PM EST

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To: Paul Engel who wrote (37203)10/21/1997 9:21:00 PM
From: Jim Patterson  Read Replies (1) of 186894
 
<<Over this time period, Intel will also be driving the market to Pentium II devices (Desktops) and Tillamook (Notebooks), which will help maintain ASPs>>

The problem here is that P II pricing is comming down faster than any other chip generation.

<<And as you mentioned, MERCED will appear in the latter part of 1998/early 1999. This will reduce some R & D expenses and begin to generate addditional revenue.>>

So by this, do you mean that INTC is not planning on a chip after MERCED ? I don't think so. We just don't know the next code word yet.

Jim
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