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Technology Stocks : Intel Corporation (INTC)

INTC 48.23

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Feb 11 3:59 PM EST

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To: Kelvin D. Nakamichi who wrote (4721)	10/31/1996 12:34:00 PM
From: Paul Engel	of 186894

Kelvin - Re:"DRAM revenues are down 39%" The dollar amount of DRAM shipments are down. My rough calibration has the cost/dram down about 75% since mid 1995. My back of the envelope calculation shows that a 75% decline in unit price, producing a net 39% drop in total revenue, computes to a Unit Volume increase of 240% (assuming volume of BITS, not necessarily, chips). Thus, the memory market is EXPANDING rapidly, tracking microprocessor sales. I think the technical press ("media") are not properly reporting this phenomenon. Paul

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