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Technology Stocks : Intel Corporation (INTC)

INTC 50.82

+5.3%

11:55 AM EST

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To: Barry Grossman who wrote (4329)	10/16/1996 3:46:00 PM
From: Mark Brophy	of 186894

Re: Earnings breakdown I also asked your question on this thread a month or so ago. <<I listened to the entire conference call and all the questions and one was asked about the reason for the increase in microprocessor demand and the breakdown between what went to pc's and what went to servers. The INTC speaker refused to elaborate on this in any way. INTC does not want to offer any forward looking info due to the fear of Prop 211. Are you able to give us some further insight on this topic?>> This is backward looking info, so Prop. 211 isn't the reason they didn't elaborate. For some reason, this is considered proprietary info. Since PPro doesn't improve a Win31 or Win95 desktop system and the margins increased dramatically, I think it's probably safe to say that the big earnings increase was due to PPro server shipments. The quad PPro motherboard is a great product and is probably being accepted enthusiastically.

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