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To: Road Walker who wrote (38348)	10/29/1997 8:43:00 PM
From: Jeff Mills	Respond to of 186894

Clipping from the comments at SIA today: <<<Here are other highlights of the 1997-2000 forecast: * In 1997, microprocessor sales not only grew 27.6 percent, but became the best selling product, surpassing DRAMs in total sales. DRAMs are likely to regain the lead as the largest semiconductor product category in 2000. Sales for microprocessors, the central processing units for computers, increased from $18.5 billion in 1996 to $23.6 billion in 1997. In 1998, the WSTS forecasts a 20.4 percent increase as sales reach $28.4 billion, followed by a 19.6 percent hike in 1999 as sales hit $34.0 billion. Microprocessor sales are likely to grow 19.3 percent in 2000 with sales hitting $40.6 billion. The U.S. continues to be the hottest sales market for microprocessors, representing 44.3 percent of all MPU sales in 1997, and 42.9 percent in 2000. Europe is the second largest market with 25 percent of all MPU sales in 1997.>>>

To: Road Walker who wrote (38348)	10/30/1997 8:15:00 AM
From: William Hunt	Read Replies (1) \| Respond to of 186894

JOHN , JOEY THANKS FOR YOUR RESPONSE LAST NIGHT . I feel that a lot of the time we focus on the positive on this thread and ignore items that distracts from INTEL performance as a company . The real fact is that if you strip everything away " the market focus on earnings " is what drives shareholder value . As much as I like INTEL and where it is headed for the long term as a investor I like to know what is driving the comapny earnings for the next six to eight month's . The issue that JOEY answered last night about the PII strategy for the microprocessor market is correct . I wish Paul would have address the possible cost savings last night but I will address that in a separate post to PAUL . This thread is so strong technically that it is a great postive for the majority of us but INTEL is a business - bottomline - and as JOHN said last night we need to " step back " and look at it as such . I still am interested in what is going to increase earnings for the foreseeable future for INTEL BEST WISHES BILL