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To: KM who wrote (68630)	11/16/1998 9:11:00 PM
From: Fred Fahmy	Respond to of 186894

We fear ASP [average selling price] will continue falling long term as low-end PCs predominate, thus holding Intel's revenue growth to a modest level. Burlap continues to talk about falling ASP's even though Intel reiterated at the analyst meeting that ASP's have been firm for FIVE QUARTERS. How do you "continue" something that has been happening?? FF

To: KM who wrote (68630)	11/16/1998 9:14:00 PM
From: MR. PANAMA (I am a PLAYER)	Read Replies (1) \| Respond to of 186894

EGG ON FACE Situation here...EGG ON FACE...hahahahah hahahaha

To: KM who wrote (68630)	11/16/1998 11:09:00 PM
From: SisterMaryElephant	Respond to of 186894

Trufflette, <Much will depend, he added, on how cost conscious consumers are. "The jury is still out on that question," he said.> I hate to join the chorus of TK bashers but its quotes like these that indicate he is clueless. The fact that he is still fixated on the important but relatively small "consumer" PC segment shows how his "weighting" of factors is so faulty. You would think that he believes the beginning of the PC business started when the first PC's hit the shelves at K-mart. SK