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To: Mo Chips who wrote (44070)	1/6/1998 12:31:00 AM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

Mo - Re: "This makes inreased profits, in my opinion, less likely." You stated your opinion in response to Intel's stated obejective. With your opinion of Intel, why do hold your shares - so you can argue with yourself about their future worth? Paul

To: Mo Chips who wrote (44070)	1/6/1998 9:28:00 AM
From: Mary Cluney	Read Replies (1) \| Respond to of 186894

Mo,>>>If GM% is falling at the same time as ASP, then in order to inc. GM$ you need a lot more unit sales. Given Asia at 25% of rev and probably lower unit sales, this means even more unit sales in US and Europe. I think unit sales may be growing, but not enough to offset 1) lower GM% 2) lower ASP 3) lower unit sales in ASIA. This makes inreased profits, in my opinion, less likely.<<< Please don't take this as an insult. It is only an observation - an opinion. Somehow, I don't think you really mean it when you say that it is only an opinion. I get the feeling you are stating these things as fact - especially from someone that does not have that much experience. It is the attitude that I sense. FWIW, I think your opinions are worth discussing. Regards, Mary Cluney