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

To: Paul Fiondella who wrote (41808)	12/9/1997 9:22:00 AM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Paul, Re-read my post. What you can or can't believe doesn't concern me, although you do seem to have a problem with your ability to accept facts. John

To: Paul Fiondella who wrote (41808)	12/9/1997 9:32:00 AM
From: exhon2004	Read Replies (1) \| Respond to of 186894

Paul: re <<Oracles revenues declined in Asia because they accept local currencies. I can't believe that Intel doen't accept yen!>> I remember some discussion on this thread a while back that supports John's contention that Intel has little currency exposure. Perhaps John Hull can repost his prior message regarding this. In the meantime, that you can't believe Intel doesn't accept yen, or currency other than dollars, is not what's important.

To: Paul Fiondella who wrote (41808)	12/9/1997 11:38:00 AM
From: Mary Cluney	Read Replies (2) \| Respond to of 186894

Paul, >>>Are you contending that Intel doesn't accept baht?<<< I'm not an expert in this area (as if you didn't know), but I would think that Intel customers are, for the most part, large multinational companies and have access to dollar denominated bank accounts. I don't think Intel sells directly to the Maria Bahtaroma's or Krazy Eddy's at the local Super Stall. Oracle's problems may only be in part due to what is happening in Asia. Larry Ellison may be to the DBMS world what Jerry Sanders is to the semiconductor world - so it may be difficult to tell what is really going on at Oracle. You will see that this came as a surprise to most analysts covering Oracle. DBMS markets may have crashed some time ago (witness price actions in Sybase and Informix), plus there is always the inevitable delays in new product releases. Added to all this is the y2k problem. Some companies may delay new applications expenditure until they get a fix on some of the legacy stuff. But, I'm sure Larry Ellison will be back stronger than ever the next time (cycle) around. Mary