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Technology Stocks : INTC

INTC 39.50

-1.2%

Nov 3 9:30 AM EST

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To: Mark Brophy who wrote (785)	11/8/1997 6:47:00 PM
From: Jules B. Garfunkel	Read Replies (2) of 990

Mark, My point was that short term misperceptions, or misinterpretations, by "the market" are very much the concern of long term investors. They are the entry, or buying, points for adding addional shares to your core holding. Let's call them the points at which maximum opportunity can be achieved. Such was the case with the mis analysis of the purchase of DEC's Hudson Fab, and so it is with the "Street" not realizing that the inventory situation was the result of OEMs reducing the average number of days for chips to be carried in inventry, and not a reflection of slowing demand. The later being how almost every analyst, that I have read, has chosen to interpret it. Regards, Jules.

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