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Technology Stocks : Intel Corporation (INTC)

INTC 35.94

-5.1%

Nov 13 3:59 PM EST

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To: Fred Fahmy who wrote (36157)	10/16/1997 12:45:00 AM
From: Ali Chen	of 186894

Fred: <Flash memory pricing ... was primarily responsible for the short fall in Q3.> Intel treats all you, Intel investors, as a bunch of total idiots, and you believe in all this crap. If you would check real numbers, say LB report posted by Albert: techstocks.com you will find out that the actual flash sales were $250M, just about $100M short from projected $335M. Do your math and decide how these $100M can cause "the short fall in Q3." <the average selling price for CPU's did not change significantly. So much for those who wish to believe that CPU pricing is hurting Intel.> The ASP dropped 18.6% from $255 to $215, according to published reviews. If you believe that this is "insignificant", please feel ""comfortably" within this narrow range." And remember, era of $3000 PC is over. Today the bill of materials for a decent PC is $700 (without monitor). Enjoy the ride and smell the competition.

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