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To: Mark Fowler who wrote (25551)	11/10/1998 11:46:00 PM
From: Rob S.	Respond to of 164684

Could be - particularly for semis and semi equips. However, some of this is probably misinterpreted. Inventories were depleted before the Fall/Christmas season and now orders have quickened. The consumer and Internet driven purchases will be king this year. Corporate sales in the US have never really slowed down - they have stayed at higher dollar levels than last year despite the steep drop in unit pricing. Asia and So. America are the only real sore spots. Russia doesn't amount to enough to pay for Intel's bottled water. I know the attitude among the people I deal with at Intel has shifted from some disillusionment a few months ago to a very aggressive attitude now.