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

To: Joseph Pareti who wrote (64704)	9/14/1998 8:13:00 AM
From: MR. PANAMA (I am a PLAYER)	Respond to of 186894

Slapping Iced Water on me face....Is it Real GRIM is it REal hahahahaha

To: Joseph Pareti who wrote (64704)	9/14/1998 10:18:00 AM
From: GVTucker	Respond to of 186894

Joe, RE: << . For example in the last call (August 20 or so) he talked 33% ASP DECLINE., using $330 for the high-end chips, $175 for the mid-range and $ 30 for the low end.>> Note that this decline Kurlak referred to was a 5 year target, not a one quarter target. Actually, given recent trends, I think that Kurlak is being overly optimistic regarding ASP. << Can anybody work backwards from the revenue stream to the ASP for high-end, mid-range and low end to set against TK's call ?>> Given that ASP is one thing Intel does not like to talk about, this is a rather subjective call. Historically, Intel's ASP most likely has consistently risen, from about $100 a decade or so ago to about $250 in Q1 97. Since then, ASP has probably declined 20% to around $200 at the end of 2Q.