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To: Tony Viola who wrote (55098)	5/4/1998 5:33:00 PM
From: Francis Chow	Respond to of 186894

X86 PC PROCESSOR MARKET LOGS WEAKEST QUARTER In One-and-a-Half Years Sales Drop Below $5 Billion, Average Selling Prices Dip Below $200, According to New Report From Mercury Research SCOTTSDALE, Ariz., May 4 /PRNewswire/ -- Stiff competition in the growing low-cost computer market combined with excess inventories at some systems manufacturers depressed the x86 PC processor market to its lowest level in six quarters, according to a new report released today by Mercury Research, Inc. In the first quarter of '98, x86 PC processor vendors shipped $4.95 billion in chips, according to Mercury Research preliminary estimates. That figure is nearly 11 percent less than suppliers shipped in the first quarter of '97 and the lowest level since the third quarter of '96. As well, growing demand for sub-$1,000 systems -- along with stiff competition in that segment -- pushed average selling prices, or ASPs, for x86 PC processors to $195.32. That marks the first time that the industrywide ASP has fallen below $200 since the third quarter of '96. Although the industry's ASP dipped below $200, the overall ASP for Intel, which commands much higher ASPs than its competitors, remained above the $200 mark, according to Mercury Research preliminary estimates. The first-quarter market information is included in the latest edition of PC Processors and Chip Sets '98, a quarterly Market Strategy and Forecast Report from Mercury Research. The 341-page report contains a thorough analysis of the PC processor market, providing quarterly estimates and forecasts through the end of 1999, and annual forecasts through the year 2003. PC Processors and Chip Sets '98 is widely recognized for providing the most detailed analysis available on the PC processor market. Pricing and Availability The second-quarter edition of PC Processors and Chip Sets '98 is priced at $1,995. An annual subscription, which includes four quarterly reports, is $3,995. For additional information on PC Processors and Chip Sets '98 or any Mercury Research report, please visit our World Wide Web home page: www.mercuryresearch.com, e-mail service@mercuryresearch.com, or call (602) 998-9225. Mercury Research Inc. of Scottsdale, Ariz., is a research and consulting firm that is dedicated to providing unparalleled depth and insight into the markets for PC components and related hardware. Founded by experts in the field, Mercury Research publishes reports on a variety of critical technologies, including graphics components, processors and chip sets, and sound chips. Mercury Research is a trademark of Mercury Research, Inc. All other trademarks are the property of their respective owners. SOURCE Mercury Research, Inc.

To: Tony Viola who wrote (55098)	5/4/1998 8:04:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Tony - Re: " One or the other or both visit Silicon Valley several times a year, and quite often they have dinner with electronics industry execs. " My guess is that these visits are driven by MONEY - to RAISE MONEY - since there seems to be a bit of cash floating around the Bay Area. If these geniuses were "concerned" about technology, would they be launching FTC/DOJ investigations of the biggest PC software and hardware vendors? Would they make it illegal to sell overseas the highest level of encryption software? Would they make it illegal to sell the best wafer processing equipment in China? Would they continue to prevent Cuban Cigars from being imported so engineers could enjoy them legally? Paul