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To: EL KABONG!!! who wrote (53119)4/14/1998 6:59:00 PM
From: henry tan  Respond to of 186894
 
Kerry <<The reasons for the institutional optimism:>>
Thanks for the great analysis.

Here is my 2 cents comments ... (copy and paste directly from earn
ing report)

For the quarter, over one half of microprocessor revenue was generated from P6 micro-architecture products, led by the continued rapid market acceptance of the Pentium(R) II processor.

It seems the transition is actually faster than I had expected.

-Henry



To: EL KABONG!!! who wrote (53119)4/14/1998 8:37:00 PM
From: Dakota Sullivan  Read Replies (1) | Respond to of 186894
 
KJC, you forgot a couple things:
1) Market always looks out six months ahead-INTC said biz looks good in fall
2) Windows 98 coming in June-who knows?
3) Asia up 5% in Q1 vs. flat in Q4-could signal return of Asia


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