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To: Jeff Mills who wrote (45262)1/13/1998 6:06:00 PM
From: Shahen Petrosian  Respond to of 186894
 
> That 2nd and 5th headline are very important.

Indeed! I think I read somewhere that Kurlack was looking for this number (i.e. 50% PII).

Shahen.



To: Jeff Mills who wrote (45262)1/13/1998 6:07:00 PM
From: Jon Moore  Respond to of 186894
 
*INTEL SAYS JAPAN BUSINESS SHOULD BE UNCHANGED 'FOR A WHILE.

This should be a short while. There is a recession here in Japan.
But what about the rest of Asia? Any sales there?



To: Jeff Mills who wrote (45262)1/13/1998 7:25:00 PM
From: Taylor Caruthers  Respond to of 186894
 
Millsy, don't forget about Intel increasing capital spending for 1998 to $5.3 Billion -vs- 1997's $4.5 Billion. This should bode extremely well for Applied Materials (AMAT) and other Semi-equipment makers.

Beemer