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Technology Stocks : Intel Corporation (INTC)

INTC 39.38

+6.7%

Jan 2 9:30 AM EST

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To: henry tan who wrote (39450)	11/7/1997 11:19:00 PM
From: Paul Fiondella	Read Replies (5) of 186894

Sub $1000 market no problem for Intel Why? Listening to the Q&A, they said the average system price remained around $2000. Top 10 list from the analysts meeting. 10-There is "no conclusive data that sub-$1000 PC's is an expanding market". 9- They are sticking with their 18% estimate of annual PC growth for next year. 8- They anticipated the inventory backup. 7- The Asian collapse isn't significant because they are selling chips in China and Taiwan markets. 6- There is "no change of Intel's outlook on SE Asia" because once these economies recover they will buy more Intel chips. 5- The slowdown in Japan is because of a lack of consumer rather than business buying. 4- There is no change in Intel's ability to sell the product. 3- October was anticipated in their forcast of margins flat revenue slightly up. 2- Their global forecasts of 1998 sales of 20 million more microprocessor units up 25% from this year are based on continuous growth world wide 1- Asked about unit growth past the current quarter Andy Grove said "no one knows". ==================================== Conclusion: They don't know what's happening to them because noone can control or anticipate the consequence of a global financial meltdown. As someone that survived the Depression once told me. One day everybody was working and the next day everybody was sent home.

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