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Technology Stocks : Intel Corporation (INTC)

INTC 34.46

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3:55 PM EST

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To: Barry Grossman who wrote (54083)	4/22/1998 12:55:00 AM
From: Paul Engel	Read Replies (2) of 186894

Barry - Re: " I asked him how and he answered that they've solved the .25 micron problems. Before the .35 problems have been fixed?. Yes..." Interesting comment. Jerry Sanders stated in the Q198 conference call that the 0.35 micron process problems had been solved - involving a step that was not part of the 0.25 micron process. I'm not sure Sanders gave any real guidance as to what the 0.25 micron yields were. Guess I better re-listen to the conference call. Re: "but prices will continue to go down every quarter as they have in the past so how does he think making money becomes possible." This is an excellent point. AMD's K6-233 MHz is selling for $106 retail. Assuming 20% markup in the distribution channel, that puts AMD's revenue per chip at $82 each. They are going to have a world of difficulty making money now - that is about $375 LESS than the "roll out" price of the K6 from last April. Paul

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