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Politics : Ask Michael Burke

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To: Earlie who wrote (43457)	1/15/1999 12:47:00 AM
From: Paul Engel	Read Replies (1) of 132070

Earlie - Re: " If you genuinely think the workstation sales that will ensue from this contract will make a big difference to INTC's numbers," Now WHERE DID I SAY THAT ??? I said at this time I don't KNOW what SGI is going to add. But SGI is only one of MANY CUSTOMERS for Intel's products - Compaq, IBM, HP, Dell, Intergraph, Hitachi, Sony..... Re: "The gist of the clipping is that unit shipments are up, but that profits are down. This is precisely what one finds in a price war environment (which is exactly what is taking place in the workstation market), and is also the hallmark of a saturated market." If UNIT SHIPMENTS are GROWING the MARKET ISN'T SATURATED ! What don't you UNDERSTAND about the word GROW ? By the way - Intel's REVENUES and EARNINGS were at an ALL TIME HIGH this past quarter. I hope you like that ! I sure did ! Paul

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