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To: Keith Hankin who wrote (17860)	3/5/1998 6:39:00 PM
From: John Donahoe	Respond to of 24154

"The timing of your posting could not possibly have been worse The day before the big INTEL earning surprise. You're right. I don't try to time the market short term. For a long term (5 to 10) years out I think it is a good investment. For the short term all I can say is that stocks fluctuate. JD

To: Keith Hankin who wrote (17860)	3/5/1998 7:10:00 PM
From: Reginald Middleton	Read Replies (2) \| Respond to of 24154

<The timing of your posting could not possibly have been worse, as Intel is down big time due to a large projected quarterly shortfall. And I suspect this is what is dragging down the entire NASDAQ exchange. OTOH, this could be a good buying opportunity. Reg?> In my opinion, anyone in the market for any real length of time should load up on INTC when they have the chance. The MERCED shoudl bring unforeseen margins in a TOTALLY new market with extreme demand. Only INTC woudl be anle to maek a profit in the low end of the market. The competition from AMD does not mean that INTC is in troulbe of losing its position, it just means that the pentium/Pentium II class chip has finally hit commodity status. The proprietary architecture of the new slot technology should de-commotize the higher end of the consumer chip market, and the Merced will do the rest. INTC is also segregating its brand which has historically demanded premiums as compared to single brands. it also gives INTC a chance to truly commoditize the lower end with proprietary hardware which could drive out competition who have to price thier chips 25% lower to maintain demand. Then again this is all speculation. There are a lot of people on SI who know more about INTC than I do.