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To: Tony Viola who wrote (9754)	2/12/1998 8:35:00 PM
From: E. Graphs	Respond to of 25814

OT Tony, Here's an opinion from last fall. 10/20/97 3:23 pm...INTUIT INC. (INTU 34) UP 3-7/8 BT ALEX BROWN UPGRADES TO STRONG BUY FROM BUY...Analyst Lawrence Marcus tells salesforce valuation attractive...Expects following catalysts: Quicken.com analysts meeting monday after the market closes, pending '98 Quicken release, more Internet deals...Believes co. is far and away market leader in personal finance, small business software with at least an 80% share in each categories...Says co. is pioneer around the Internet...Believes INTU is a primary beneficiary of on-line personal finance revolution...Sees $0.85 '98 EPS...Has $45-$50 target./K.J.Wolfe

To: Tony Viola who wrote (9754)	2/12/1998 11:33:00 PM
From: shane forbes	Respond to of 25814

Tony: RE: INTU Just an observation that Internet stocks are in vogue, yesterday or the day before there was a sudden run up in the share prices of internet stocsk and sudden sharp run ups in Internet stocks are common. Also I remember INTU being mentioned as having something of a nice web site (quicken.com?) with the potential for income there. Like I said associate anything with the word Internet and watch it soar. --- LSI The-Internet-On-A-Chip Company... ---

To: Tony Viola who wrote (9754)	2/13/1998 7:43:00 AM
From: shane forbes	Respond to of 25814

More on the INTC threat to enter consumer electronics chip markets: --- Message 3410594 (Intel is running dead last.) "I don't have high hopes we will get that business." Intel, adds a TCI executive, "has a product philosophy that just doesn't work for the consumer market." Intel may come out with a high-performance set-top box by mid-1999 that would cost about $500, compared with the $300 target price sought by TCI. "... place more of the functions of a machine on a single chip is igniting a boom in consumer electronics." "Information appliances," which will cost even less, will come next, continuing to challenge the low-end of Intel's PC business. The Hitachi chip is geared to run Windows CE, is considered a front-runner in the TCI competition [bummer] Intel certainly has the resources to ride the StrongARM into the consumer-electronics market. And Intel probably still has time, even though its rivals currently have a big advantage by being first to the market. --- (they too noticed the Digital perk! Still it's not only the MPU that INTC needs. If INTC's serious they should do what CSCO does and buy whatever fledgling companies they need. Fastest way to play the game. Look at NSM. That's what they're doing.)