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To: gnuman who wrote (42165)	12/13/1997 10:01:00 AM
From: Jay	Read Replies (1) \| Respond to of 186894

Gene Re "ASP decline" I have no info in this regard. There may be indeed a temporary ASP decline this quarter - but what I'm worried about is the long term situation. Will permanently reduced ASPs be handled by reducing R&D staff or can current R&D staff step up innovation at a sufficient rate to keep ASPs up?

To: gnuman who wrote (42165)	12/31/1997 9:34:00 AM
From: Joseph Pareti	Read Replies (2) \| Respond to of 186894

interesting analysis. How do you evaluate the PII price cut from $401 to $268 ? Did you - everybody - foresee this price cut ? The recent Business Week article "Can Andy Grove keep profits up in an era of cheap PCs" businessweek.com predicts a stripped down PII in February 1998 at around $200, as well as Pentium MMX chips as low as $70

To: gnuman who wrote (42165)	1/14/1998 9:12:00 AM
From: Joseph Pareti	Read Replies (1) \| Respond to of 186894

Gene, i haven't seen the revenues break-down per product ( I looked in the 1997 report in www.intel.com) It would be interesting to compare this and other data with your analysis

To: gnuman who wrote (42165)	1/29/1998 4:46:00 AM
From: Joseph Pareti	Read Replies (2) \| Respond to of 186894

>Intel Q3 Year to Year data, Q4 suppositions >The following was extracted from Lehman Bros report of Intel >Q3'96/Q3'97 performance. >I billion increase in revenues entirely due >to sale of PII. ($5124 to $6155 Mil >Revenues). >PII accounted for 21% of CPU revenues. Andy Briant has just said that "virtually all chips shipped by Intel by the end of the year will be PII, compared to a projected 50% level by mid-1998. Also R&D expenditure up $700M. Can you figure out what this does to the bottom line ? Thanks