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Technology Stocks : Intel Corporation (INTC)

INTC 38.16

+2.5%

Nov 7 9:30 AM EST

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To: Mary Cluney who wrote (67338)	10/25/1998 5:27:00 PM
From: Jules B. Garfunkel	Read Replies (2) of 186894

Mary, May I remind you that during last week's Intel earnings conference call, CFO Andy Bryant stated that Intel's ASP's have remained about constant for the last 5 quarters. If anything, I believe, they were slightly higher in 3Q owing to initial shipments of higher priced Xeons. Going forward, I think we will only see increased ASPs as Xeons go into full production and become a larger percentage of Intel's product mix. Looking further out, we have the introduction of the even higher ASP Merced in 2000. Don't let Joe Arena, or Tom Kurlak's mis-information get to you. They're wrong stating that Intel has declining ASPs, as well as forecasting increased competition from AMD or NSM. Selling to the Enterprise commercial market, with educated corporate IT managers making the buying decisions, is going to be a lot more difficult than selling to penny conscious first time buyers. Regards, Jules

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