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To: P.T.Burnem who wrote (44167)	1/6/1998 5:27:00 PM
From: john defreitas	Read Replies (1) \| Respond to of 186894

p.t. burnem, good to see the negative to this rise in capital expenditures.....if you read the item, it says they gasped at the number and i don't think it was a positive gasp....for 97 expenditures are running 20% of revenues, so to keep this in line intc needs to increase revenures in 98 by 50billlion....imo i don't think this is going to happen.....where is the increase in revenues coming from in 98. asia alone accounts for 1/3 of revenues, aisa is dead money for 1998. they are going to be concened about keeping their head above water, forget investing monies in upgrades and new equipment regards,john

To: P.T.Burnem who wrote (44167)	1/6/1998 6:44:00 PM
From: Mohan Marette	Respond to of 186894

I guess it is obvious that you and I went to two different business schools,from the looks of it. Declining ASP? C/Net Jan.30th,98 <<On the upside, Kumar says Intel is seeing a recovery in the average selling price (ASP) of Intel processors. "Aided by a recovery in microprocessor ASPs, we expect overall revenues to have grown 13 percent [from the previous quarter] and 8 percent from the year-ago period to about $7 billion in the fourth quarter of 1997," Kumar predicted. "We forecast microprocessor units to have grown about 5 percent sequentially and 14 percent from the year-ago period to 22.8 million. Microprocessor ASPs are expected to have recovered from the depressed level of $215 in the third quarter to about $240 in the December quarter.">>>>