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Technology Stocks : Intel Corporation (INTC)

INTC 35.53

-1.1%

Nov 14 9:30 AM EST

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To: Thomas M. who wrote (54143)	4/22/1998 1:20:00 PM
From: Paul Engel	Read Replies (6) of 186894

Tom - Re: " I distinctly remember when Paul Engel scoffed at my remarks that the PC industry actually peaked in late 1995." I scoffed because I was right - the PC industry HASN'T PEAKED! WORLDWIDE Semiconductor REVENUES may be down but that is due to the fact that MEMORY SALES used to dominate this figure and since 1996 there has been a complete collapse in memory pricing. 4 Meg DRAM chips sold for $12 in 1995. Today, they are selling for $1 or $2 - assuming somebody still makes them. 16 Meg DRAMS which sold for $30 or $40 in 1995 are now selling for $3 to $4. You are neglecting, of course, that the BIT SHIPMENTS for memory have exploded during this period. This implosion of DRAM pricing accounts for the World wide Semi Sales being down. Look into the numbers - do some real work - and find out what they mean! On the other hand, Intel's revenue went from $16.6 Billion in 1995 to $20.8 Billion in 1996 to $25.7 Billion in 1997. CPU shipments went from 40 million in 1995 to 60 million in 1996 to 80 million in 1997 and should hit 95 million in 1998. Look at Compaq and Dell and Gateway and their revenue for the same three years - they have ALL GROWN SEQUENTIALLY - revenues and profits! The entire PC industry has grown significantly since 1995! Once again, I scoff at your RIDICULOUS statement that the PC industry peaked in 1995 because it is patently WRONG! Paul

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