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To: The Vinman who wrote (53002)	4/14/1998 4:51:00 PM
From: Diamond Jim	Read Replies (1) \| Respond to of 186894

Rev's were down 8% vs. estimate of 10% but that still is a large drop. I don't buy predictions for second half of the year being better. What about sub $1000 pc sector? Their new chip isn't as good as what is available from AMD or Cyrix, and the prices on high end computers continue to drop...why would they go up? Margins will continue to get squeezed, and I don't see a huge surge in PC demand to offset decreasing margins. INTC doesn't look good for the next year or so, plus they said expenses could increase in the next quarter. -- Okay, so short Intel. You convinced me that you're convinced. jim

To: The Vinman who wrote (53002)	4/14/1998 4:52:00 PM
From: Shane Stump	Read Replies (1) \| Respond to of 186894

I think you need to also have a look at the balance sheet of INTEL vs AMD (and NS).... INTEL will be (is) in fine shape. Just a bump in the road. Shane

To: The Vinman who wrote (53002)	4/14/1998 4:55:00 PM
From: MR. PANAMA (I am a PLAYER)	Read Replies (2) \| Respond to of 186894

GRIM is BACK to Kick DE BEARS ASSES.... Thank you all fer all the negativity we have heard and thank you T Kurlack fer providing a lower cost. Have been very patient and now will patiently watch as the prudent start to rebuild positions.... GRIM HAS SPOKEN....INTEL HAS DELIVERED...ONLY a handfull of companies have been so gifted and INTEL will continue to be lean and mean to meet the next CENTURY... Thanks again...MY AMBULANCE WILL START LOADING THE FALLEN BODIES TOMORROW....

To: The Vinman who wrote (53002)	4/14/1998 4:58:00 PM
From: Frank DiLorenzo	Read Replies (1) \| Respond to of 186894

Outlook is good ... Asia-Pacific was up slightly and recent economic studies forecast a much stronger Asia-Pacific region going into 1999. Also, there is plenty of reason for companies to upgrade to the PII 350 and 400 PCs and the PII laptops. While the initial PII releases showed marginal improvements over standard MMX of about 10%, the newer PIIs are showing much more significant performance gains of 20% to 25%. The low-end PCs are just toys that cannot begin to compare to the performance and capabilities of the newer and better machines.