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

To: Larry Loeb who wrote (37241)	10/22/1997 10:42:00 AM
From: gnuman	Read Replies (2) \| Respond to of 186894

Larry, Normally distis are price protected. Also, it's normal practice in the semi industry that revenues are only recognized on "sales out" of disti.

To: Larry Loeb who wrote (37241)	10/22/1997 3:02:00 PM
From: nihil	Read Replies (2) \| Respond to of 186894

OFF TOPIC RE: "It is better to be thought a fool than to speak and remove all doubt." Larry, The admonition is often attributed to Abraham Lincoln, as with most genuinely funny and true folk aphorisms, but I have never been able to find an actual citation for it. The underlying idea, of course, goes back, no doubt, to the dawn of human history. It is quite possible that it is the second idea ever expressed in human speech, the first one being unknown, but doubtless it was a particularly foolish one. In the "wisdom writings" of the Bible, Proverbs 17:28 says: "Even a fool, when he holdeth his peace, is counted wise."

To: Larry Loeb who wrote (37241)	10/22/1997 3:21:00 PM
From: gnuman	Read Replies (1) \| Respond to of 186894

Larry Loeb, re: "If Pentium prices fall in the aftermarket, it is the distributors who are taking the loss - NOT INTEL." John Hull has cautioned by implication that I should be more specific about disti issues. So let me rephrase my response. Based on my Intel sales management experience, it is my belief that most semiconductor companies, (including Intel), have price protection policies in their disti contracts. Also, based on my experience, it is my belief that most semi companies, (including Intel), do not recognize revenue until "sales out" of disti. I guess I mistakenly assumed "most" was the equivalent of "normal". Any of you lawyers out there want to comment on my phraseology? (Is that better John? ;-) )