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To: Paul Fiondella who wrote (42455)	12/16/1997 10:20:00 PM
From: Jay	Read Replies (2) \| Respond to of 186894

Paul Re "I can't imagine that Intel is going to have a very profitable quarter." We all know that anyway. That is one call TK made correctly - there is historically a glitch during processor transitions. A lowered profit during this quarter would be no surprise to anyone here. IMHO we were worried mainly because a warning at this time would add fuel to the fire raging in the Nasdaq. Others may not be as familiar with the processor transition going on.

To: Paul Fiondella who wrote (42455)	12/16/1997 10:24:00 PM
From: Dale J.	Read Replies (1) \| Respond to of 186894

<<re: Can Andy Grove keep profits up in an era of cheap PC's?>> Andy Grove said in the BW article the key to sustaining profits is to sell more high end workstations and servers while selling more to the low end. AMD and Cyrix do not even participate in the high end. Intel will sacrifice some profits to aggressively fend off AMD and Cyrix at the low end. Intel can afford to do this as long as they are expanding into the high end workstation and server market. AMD can hurt Intel for awhile, but as long as Intel can control the highend AMD will continue to operate in the red. (JMO)

To: Paul Fiondella who wrote (42455)	12/16/1997 10:47:00 PM
From: Joey Smith	Read Replies (2) \| Respond to of 186894

Paul, for your info., sales of <$1000 computers have declined in Oct. and Nov. afetr peaking in Sept. (back to school sales). Apparently, christmas shoppers are looking for performance and not just saving a buck. I know in the MicroCenter here in Boston, the 233MMX machines have been much better sellers than the $799 Compaq machines (boxes stacked up with no advertising or sales support). Intel should come in right around estimates, imo. joey

To: Paul Fiondella who wrote (42455)	12/16/1997 10:55:00 PM
From: Shahen Petrosian	Read Replies (2) \| Respond to of 186894

> Well it looks like for the last week of Christmas shopping there > are virtually no advertisements for computers OVER $999 appearing > in the newspapers here other Interesting, I'm having an opposite reaction by looking at some of the mail-in ads that have been piling up at home. In a mail-in rebate from "The Good Guys" I see the $799 MediaGX that you mentioned and a $999 Intel based Presario and a $999 Intel based NEC. The other 4 models all have Intel inside and are priced at $1899 to $2999. That's all Intel models except one. The "Egghead" catalog, similarly heavy on the Intel side. Here however the single non-Intel system is an AMD. Again, all Intel systems except one. Shahen Petrosian