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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (55430)	5/12/1998 2:52:00 PM
From: IncredibleHult	Respond to of 186894

According to the Semiconductor Industry Association... March worldwide billings were down 4.9% this year and 0.9% sequentially. March three-month average worldwide semiconductor billings were $10.43 billion; down 4.9% from $10.97 billion a year ago, and down 0.9% sequentially. Growth in the American markets continues to slow, with the latest three-month average billings of $3.42 billion down 7.2% from a year ago and 3.4% sequentially.

To: Paul Engel who wrote (55430)	5/12/1998 11:03:00 PM
From: Harry Landsiedel	Read Replies (2) \| Respond to of 186894

Paul Engel. Re: "The underlying theme here is that Intel's design and technology efforts are operating at a speed that generates new products faster than the market can absorb them." I don't follow these things as closely as you do, but I sense the same thing going on. While is wrecks havoc with competition, does it concern you at all that Intel cannot profit as much from these innovations because of other limiting factors? What do you think their strategy is for pushing so hard? (Besides paranoia) HL