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To: jmac who wrote (18219)	3/7/1998 12:37:00 PM
From: Luis	Read Replies (2) \| Respond to of 27012

jmac ;of course they knew big sell of insiders about 3 weeks ago remember.we intc shareholders did not care too much about that but that was the real warning .remenber coms insiders sell in oct at 55 or 56 it happen the same thing the stock drops under 30 in 2 weeks. foget about analist and what they said .if insiders sell at 90 why you should stay with the stock .who have the advantage we or them . btw i did not sell in coms insiders big sell nor intc and get burn shot term but it was last time next time i will sell with them and buy after the big drop.have a good day luis

To: jmac who wrote (18219)	3/7/1998 1:36:00 PM
From: Sonny McWilliams	Respond to of 27012

Jmac. What would have happened if Intel had announced a cpl. of weeks earlier? Pl. tell us. If they saw something maybe they were watching and hoping it would turn around? Sometimes you don't yell fire just because you see a little smoke. I don't like this either but what you are proposing sounds like a disaster. Some more distractions for a company and less time to focus on things that could remedy their problems? 10% may sound a lot to you but I have seen lots of cos. lately that did a heck of a lot worse and I don't hear WAR cries there. Maybe in Orcl and they are coming back. One more time. Crap happens, especially when you invest in stocks or for that matter in bonds. Maybe a nice CD? Sonny

To: jmac who wrote (18219)	3/10/1998 4:57:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 27012

jmac, Re: "You don't lose $650 million overnight. This shortfall, or at least part of it, could have been announced much earlier. INTC should have known, or did klnow, of this problem a lot earlier than March." Disagree again. I have seen sales turn on a dime part way through a quarter, and go in either direction, even with Marketing watching it all the while. Paradigm shifts in the way customers order any product can happen very quickly, such as the way other top three PC makers started to follow the Dell model. IBM, HP and Compaq can be very stubborn, but after seeing Dell eat their lunch quarter after quarter, they've caved and started to copy Dell. BTW, I've worked in the semiconductor and computer industries for 27 years, and I think I know a little more about the ebb and flow of sales in those businesses than someone not in one of those businesses, even with those impressive letters on the bottom line of your profile. Tony How about