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

To: Seyda who wrote (37643)	10/26/1997 9:32:00 AM
From: JPR	Read Replies (1) \| Respond to of 186894

Seyda, Thanks for the link. Paul

To: Seyda who wrote (37643)	11/1/1997 5:06:00 PM
From: Gary Kao	Read Replies (1) \| Respond to of 186894

Seyda: regarding Intel APAC exposure. I just ran into your post. The data is skewed I believe for Intel. Much if not most of the purchases by the APAC countries are to go into boxes or complete computer systems, which are then sold back to the US or Europe. For instance, I am sure the Taiwanese notebook makers consume an enormous amount of Intel chips, which would then be shipped back to the U.S. These quantities are not going to decrease as long as sales in the U.S. are good. Although more Taiwan NT dollars might have to be spent for the CPU, the remaining notebook components should be cheaper, and so the overall notebook price may remain the same. Therefore, in summary I believe the true impact of the Asian currency turmoil on Intel's 4th quarter earnings are going to be minimal. Gary > Interesting data compiled by Furman-Selz about Company specific Asia-Pacific exposure. "We estimate the percentage of revenue on a current run rate basis to be as shown for each of the companies in our coverage universe, per geographic region according to Japan, Asia Pacific/ex- Japan, (e.g., APAC/ex-Japan), and Total APAC. Japan APAC/ex-Japan Total APAC 3Com 5 % 5 % 10 % Ascend 13 % 5 % 18 % Bay Networks 15 % 5 % 20 % Cisco Systems 9 % 3 % 12 % FORE Systems 10 % 5 % 15 % Intel 9 % 19 % 28 % LSI Logic 20 % 6 % 26 % PMC-Sierra 5 % 5 % 10 % Silicon Graphics 11 % 6 % 17 % Sun Microsystems 12 % 7 % 19 % Xircom 10 % 10 % 20 %"