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Technology Stocks : Intel Corporation (INTC)

INTC 43.48

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Dec 2 3:59 PM EST

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To: Jules B. Garfunkel who wrote (56621)	6/2/1998 1:26:00 PM
From: Paul Engel	of 186894

Jules - Re: "One would think, if your hypothesis were correct, that we would have had much earlier warning signs. " My "hypothesis" was my analysis of the recent information I have obtained regarding the Merced schedule slip. As for the "delay" being made for strategic reasons, I don't know if that is true but somehow I agree that, overall , it will eventually benefit Intel - by staggering introduction dates of its new processors - IA32 and IA64. Paul

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