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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (84999)	7/6/1999 7:07:00 PM
From: kash johal	Respond to of 186894

Brian, Re:" The average sales price also rose by nearly 10,000 yen over the previous week, topping the 200,000-yen mark. This is certainly not indicative of Celerons cannibalizing the PIII's, an increase in the ASP's " The article clearly points out the rise in ASPs was due to the popularity of folks buying desktops with LCD screens as opposed to CRT screens. There is nothing in the article that contains information relevant to CPU prices. Regards, Kash

To: Proud_Infidel who wrote (84999)	7/6/1999 7:19:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Brian & Intel Investors - A very poignant statement from Joe Osha at Merrill Lynch in his Intel Upgrade memo from today: "We think it's interesting that Intel detractors have focused on the shift in mix in the desktop market without also noting that internet-driven demand is driving sales of Intel's most profitable products as well. Pricing for PII and PIII Xeon products ranges from $824 to $3,692 - a few Xeons into the server market compensate for quite a few Celerons in terms of average selling price. " This "concept" may be where Damn Niles and Merrill/Prudential diverge in their assessment of Intel's OVERALL BUSINESS performance. Paul