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To: Bill Lin who wrote (7053)	10/30/1997 3:01:00 PM
From: SidStock	Respond to of 14577

Bill,Speaking of a drop off in PC sales, this is from one yesterday's intel press releases. Note the flat build of motherbaords which can spill over to other pc chip manufactures (graphics, drams, ...). It's econ 101, supply is increasing and demand is decreasing, doesnt bode well. Sid Boucher said he saw a ''troubling trend'' in Intel's October bookings and microprocessor unit shipments. ''With October winding down, our industry checks indicate that microprocessor unit demand has not shown any meaningful improvement versus the previous quarter,'' he said. ''This is a troubling trend, since Q4 is ususally a period in which unit demand is relatively strong.'' Citing conversations with Asia/Pacific analysts, Boucher said PC and motherboard build rates had failed to improve in the region this quarter, and slowing PC consumption there would likely translate into reduced worldwide growth in the fourth quarter and through 1998.