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To: Joseph Pareti who wrote (55492)	5/14/1998 6:08:00 AM
From: Joseph Pareti	Respond to of 186894

in Frankfurt HWP is indicated at dm 130 ( USD 73.25) INTC dm 150.5 (USD 84.8 ) the earnings shortfall looks like it's NOT a PC-specific issue, they also mentioned softness in printers, measuring equipment,

To: Joseph Pareti who wrote (55492)	5/14/1998 8:53:00 AM
From: Mary Cluney	Read Replies (1) \| Respond to of 186894

Joseph,>>>Great news for TK...indeed, today more bullshit will come <<< Or, is this the pause that refreshes? Let's face reality. We will not see growth year over year the way we saw growth in 1995-96 every year. Growth in those two years resulted from the introduction of Windows 95 and the totally unexpected explosion of the Internet. Gates' timing could not have been better. But, growth will continue. There is no doubt about it. We may have negative growth this year because of Compaq stupidity and greed and Asian financial turmoil. But, growth will continue second half this year and full year next - but at a slower rate than 95-96. The next time we see 95-96 type growth will be when Intel rolls out Merced and the Telcos roll out ADSL. Senior citizens will Get Next as they go online to play bridge, chess and simultaneously converse with buddies or strangers online without leaving their homes. The MTV generation will become the MPC generation. They will be able to program their own music/video/game/entertainment on demand as opposed to having Sumner Redstone program it for them. Homework will go online as well as most vocational education. Just as word processors pretty much did away with secretaries and the purely secretarial task (as opposed to tasks assigned to assistants), the Internet will do away with the middleman - travel agents, brokers of any kind, the traveling salesman (order takers as opposed to bs consultants), and non essential customer service requests. The workstation and server markets will explode. Wintel will dominate in hardware and software the way IBM used to in the 60s, 70s, and 80s. IBM will reinvent itself as it goes into services - that is where Lou Gerstner is more comfortable. Yes, TK has one more opportunity to keep the lid on Intel - but that is pretty much it. Mary

To: Joseph Pareti who wrote (55492)	5/15/1998 8:25:00 AM
From: Mary Cluney	Read Replies (2) \| Respond to of 186894

Joseph, re:Tom Kurlak "more bullshit will come" There he goes again. Tom Kurlak is using turmoil in SEA (Indonesia, India, Pakistan, et al) to reiterate negative comments concerning semiconductor industry. Joe Kernan will elaborate on Kurlak comments later this morning on CNBC to further Kurlaks opportunistic and self serving objectives to drive semiconductor and specifically Intel prices down. This in spite of Craig Barrett's recent comments that business will pick up 2d half this year. Let's hear what facts Kurlak uses to contradict what OEMs are telling Craig Barrett. Kurlak claims increasing supply from Intel in the memory chip market will put pressure on prices and create a price war - and somehow do damage to Intel. To believe this, you would have to believe that Intel management is stupid and Kurlak knows better. I don't think so. Intel will maintain margins . Mary