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To: Paul Engel who wrote (39273)	11/6/1997 9:12:00 PM
From: vip	Read Replies (1) \| Respond to of 186894

Paul: Please see below what Andy said today: sjmercury.com Regards,

To: Paul Engel who wrote (39273)	11/6/1997 10:36:00 PM
From: Jay	Respond to of 186894

Paul Re "If they don't hear exactly what they want to hear, they will put a negative spin on what they do hear." What more can they do? Most have downgraded it already! Go Andy Go - we believe in you

To: Paul Engel who wrote (39273)	11/6/1997 11:03:00 PM
From: Joan Osland Graffius	Read Replies (2) \| Respond to of 186894

Paul, thanks for the post on your take of the analysts meeting tomorrow. Well, well it looks like we will have an opportunity to add some Intel stock to our current holding at fire sale prices like we did during the last product transition. I was fortunate when I was working with Cray back in the old days at Control Data, Moore and company at Fairchild were designing our components and bought in shortly after they split and started Intel. I don't know of any company with the engineering muscle and cash to lead the microprossor industry into the next century. I have a special place in my heart for the 64 bit architecture.:-) Joan

To: Paul Engel who wrote (39273)	11/6/1997 11:15:00 PM
From: Jimbo Cobb	Read Replies (1) \| Respond to of 186894

>>Their (the analysts') audience is fund managers, money managers, etc. They do not represent INVESTORS. Their objective is to rapidly re-direct large amounts of money under the control of a few people from Stock A to Stock B in order to realize a quick profit in Stock B. Paul: TRUE, but these are the same people partially responsible for the massive move UP in INTC over the past few years as they all jumped on the momentum wagon !! Mark.

To: Paul Engel who wrote (39273)	11/7/1997 7:48:00 AM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Paul, re: "Bacially, Intel will be entering a hostile environment. Analysts will only hear what they want to hear." Good post Paul. I would add that Intel has not always been great in the past in their relationship with analysts, I picture Intel this morning with a gun in it's hand pointed directly at it's foot. John

To: Paul Engel who wrote (39273)	11/7/1997 10:15:00 AM
From: mauser96	Respond to of 186894

Paul... Since most analysts are paid by stock brokers, it is to their self interest to move money from one stock to another because this means commission income to the broker. We shouldn't blame a lot of the money managers for being very short term oriented, since they are judged on a quarterly basis in many cases, using the S&P 500 as a basis. Unlike private investors, they can't afford to think 5 years ahead . If I was in their shoes, and ahead of the averages at this time, I would protect my 1997 record by closet indexing and by reducing stock exposure somewhat. This is exactly what many of them are doing. Toward the end of 1997, they will reposition themselves as they start to worry about their 1998 record. With the arrival of tools like Silicon Investor, the private investor is on a more even playing field with money managers and has the definate advantages of a longer term horizon and the fact that his trades aren't big enough to change the prices.