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Technology Stocks : INTC

INTC 43.54

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10:21 AM EST

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To: Michael Olsen who wrote (62)	3/18/1997 1:25:00 PM
From: Jules B. Garfunkel	of 990

Mike, Good to see you here. I also heard from Burt M. I tried to return his e-mail to me to welcome him, but it was returned to me as undeliverable. Yes, I agree that margins will be reduced because of the increased motherboard business. This is the cost for Intel for the rapid acceptance and proliferation of its new technology. However, I think that the anticipatd lower margins for Intel going forward is well understood by the Wall Street community by now. Back in January I had asked John Hall about the potential for lower margins going forward. It was his oppinion that that expectation was already priced into the stock. (You may want to reread my post of Jan. 22, which made comments about this expectation. Tony, Thank you for taking care of that. I received your e-mail and forwarded it on to Brad Dryer confirming my concurrance and desire for same. All, Please use e-mails whereever possible to enforce our rules and to ensure that this thread does not get cluttered up as some others have become. Thanks, Jules

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