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Technology Stocks : Intel Corporation (INTC)

INTC 50.59

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Feb 6 9:30 AM EST

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To: Paul Oberlin who wrote (6408)	12/16/1996 11:40:00 AM
From: John Hull	of 186894

Paul, a few nit-picky things regarding that Barron's article - Dr. Parker spells his name with a "G" not a "J" as in Gerry Parker. (Small issue, but you would care if it was your name). The 10% thing was taken a bit out of context - I believe he was referring to an efficiency issue, not total capacity. Think about it, if the market continues to grow at ~18% per year as it has on a CAGR basis from early '90s, then 10% Y/Y capacity growth probably wouldn't cut it. And another thing, we've been working for a couple years now to convince folks that, while we're both in semiconductors, there's more differences than similarities between Micron and Intel - I'd hate to give up on the progress we've made. "Klamath" didn't slip from this year into next, it was "Pentium (registered) processor with MMX (trademark) technology" and you'll get plenty of these real soon. Klamath is still a '97 issue. Lastly, there's lots of products in the pipeline - most of the code names haven't slipped out to the world yet - don't presume that earlier posts on this thread trying to outline the product roadmap are either definitive or complete. Hope this helps. Regards, John Hull Intel Corp.

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