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Politics : Formerly About Applied Materials
AMAT 252.25+0.9%Nov 28 9:30 AM EST

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To: akidron who wrote (17437)3/9/1998 5:13:00 PM
From: akidron  Read Replies (6) of 70976
 
FYI from the intel thread... for clark and marc and even brian... those brave men who think it is all over bar the race to 40 and beyond....

To: John Koligman (50265 )
From: Jim McMannis
Monday, Mar 9 1998 4:30PM EST
Reply # of 50286

John...
Looks like tap city for Intels high margins....
Compaq, 60% non Intel boxes in Jan...and IBM 71%.
That's mind boggling.
Overall, 36% NON Intel boxes in Jan 1998 vs 7% in the first quarter of 1997. The retail consumer has
spoken...and they didn't care as much about "Intel Inside" as the price on the outside...
They also weren't taken in by the high priced Pentium II...
When Analysts get ahold of this report what do you think will happen to the price of Intel stock? Ahhh ooooo
ga!
Jim
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