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To: Zeev Hed who wrote (7443)	11/8/1997 7:15:00 PM
From: Dwight E. Karlsen	Read Replies (2) \| Respond to of 18056

Zeev, re but Friday's INTC action is somewhat puzzling. I also, particularly since they said "no change to Q4 forecast" [revenue slightly up, gross margin flat to slightly up]. They gave that same forecast at the earnings CC, which didn't make anybody exactly giddy then, so why should the same forecast spark a rally? It's beyond me. The only explanation I can think of is that the presentation Friday was significantly more positive and upbeat than the earnings CC. In other words, they must have done a better job Friday at playing up the positive and playing down potential negatives (such as falling ASPs). DK