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To: Tony Viola who wrote (64816)	9/15/1998 7:23:00 PM
From: Night Trader	Read Replies (2) \| Respond to of 186894

I got a hold of Kurlack's latest report today. Some highlights: estimates Q3=.80 '98=3.00 '99=2.90-3.00 sees channel depletion reversal from Q2 helping this quarter (funny he never mentioned this hindering Q2 at the time) seasonal pick-up but no trend reversal temporary low supply of low-end chips keeping asps flat, sees lower in coming quarters celeron taking sales from P2 Perhaps most significantly, does not reiterate price target of "low 60s" - says expectation is for "sluggishness and a dull stock"

To: Tony Viola who wrote (64816)	9/15/1998 9:17:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Tony - re: " Sounds good, sounds good," Kinda Hungry, Kinda Hungry ! The Katmai will be released, I think, in conjunction with software vendors (ISVs) who will simultaneously release KNI-enhanced software. I'm hoping Intel can coordinate a show-stopping launch with this Katmai. The initial MMX launch was a dud - as was AMD's K6-2 launch - no significant software availability at the time of the introduction. At least the Pentium MMX had an additional 16K L1 SRAM to speed up nearly all applications. Paul