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

To: Charles Skeen who wrote (41988)	12/11/1997 2:08:00 PM
From: Joey Smith	Read Replies (1) \| Respond to of 186894

Charles, Intel said margins would be UP in Q4, and I believe them. What most people and anal-ysts are forgetting is that costs are coming down faster than price. You have that luxury when you are the volume and market share leader. Also, .25m is ahead of schedule and will enable Intel to make more aggressive/faster PII cuts without hurting margins. Also, I argue that the average CPU and PC cost is stable, not going down. Sure, retail desktop prices are heading south but that is being made up by more PCs being sold as servers/workstations/laptops/etc. Just ask Dell. By the way, I was bumming about the TECH rout today, so I bought another 100 shares of Intel at $72. Talk about a steal: less than $10 from 52-week low, 18 trailing PC, most of the bad news (if it happens) already discounted in the stock. I feel much happier now. good luck, joey

To: Charles Skeen who wrote (41988)	12/11/1997 3:28:00 PM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Charles, re: ASP's There has been some conjecture that ASP's have been falling, but no concrete evidence from a credable source as far as I know. The only statements I remember on this were from Dell, which said their ASP's were about flat, and Intel which implied the same. If you have a more believable source than Dell and Intel, please let me know because I think this is an important issue. If not, you shouldn't make speculation sound as if it is fact. John