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Technology Stocks : Intel Corporation (INTC)

INTC 36.20

+0.1%

Dec 26 9:30 AM EST

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To: denni who wrote (39585)	11/8/1997 1:22:00 PM
From: Paul Fiondella	Read Replies (2) of 186894

Intel article in Barron's ---- A MUST READ interactive.wsj.com "Q. For the last few weeks, there has been considerable disagreement about hot the recent Asian economic crisis will affect demand for personal computers....Chip what's your view? Chip Morris: Japan and SE Asia combined account for 25% of world PC consumption. You might take the whole lump and say a quarter of worl PC busienss is going to be flat for 1998, compared to 1997. You'll only have 3/4 of the world working for you. On top of that the PC industry has been showing a decline in average selling prices, with the emergence of the sub-$1000 systems. If average selling prices fall 10% and you get 20% unit growth in 3/4 of the world, and none in the rest, you get world wide revenue growth of 5%. I GUARANTEE NO ONE FACTORING THAT KIND OF NUMBERS INTO THEIR EXPECTATIONS FOR 1998" ====================== Or as Andy Grove said when asked about unit growth beyond this quarter, "No one Knows." Well some people have a good guess. In my crystal ball I see the longs all racing to their brokers physical locations in their automobiles in order to get their sell orders in on the day of the crash of expectations. Paul Engel will be leading the charge.

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