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Technology Stocks : Intel Corporation (INTC)

INTC 34.50

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Nov 21 9:30 AM EST

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To: gnuman who wrote (62165)	8/9/1998 6:59:00 PM
From: Fred Fahmy	Read Replies (1) of 186894

Gene, <So my point is, power and price are happening faster than the applications needed by the average consumer.> My point is that available power has always outpaced the needs of "the average consumer" and this alone is not a new phenomena. I wonder if they'll ever catch up?> They always have in the past and I don't see why this won't be the case in the future. Build it and they will come <gg>. As for ASP's, I never meant to apply this across all sectors. If I did, clearly I mis-calculated. I believe my point was that the price of a state of the art machine or top end machine wouldn't erode that much if at all. I just checked my records. A little over three years ago I bought a loaded Dell P120 which at the time was top line. It cost $2535 (no monitor). Three years later I buy a top line Gateway fully loaded for $2575 (no monitor). ASP's have come across all PC's because a new segment has developed which I still consider largely incremental. People who traditionally have bought at the high end are still paying about the same amount when they upgrade (of course they are getting much more for their money) because they still want to be at the high end. I know lots of people who have bought PC's in the last 6 months and they have all been closer to $3000 (with monitor) than $1000. These people were all upgrading (as opposed to first time buyers). Re: Intel's revenue hit The margins were suppose to come down (based on Intel's own guidance). What wasn't anticipated was the collapse of the Asian economies. Don't be too quick to blame all woes on sub 1000's <gg>. <Projections are that 1999 won't surpass 1997.> 1997 was an exceptional year by any standard. In some ways Intel is now being penalized for that great year. If you throw out 1997 and look at growth between 1990 and 1999, things look pretty good. BTW, don't forget previous 1998 projections were wrong on the high side....1999 projections might just turn out to be wrong on the low side. The analysts tend to overshoot on both sides of reality. FF

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