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To: Eric Yang who wrote (24890)	5/20/1999 2:10:00 PM
From: Richard Habib	Respond to of 213176

Jim, the 7.8% data for PIII is interesting especially considering I have a short term but large trading position in Intel. If you look at the Dell results, I think it's hard to see weakness in the PC sector. The big NT boxes on a sales basis were up close to 100%. The word on the Intel thread today, unconfirmed, is that Dell has recently asked Intel to become more aggressive on price cutting for the top end chips. Intel's manufacturing has been nearly flawless lately, so it's possible that Intel could accelerate even further it's price reduction schedule and maintain margins. Intel had intended to completely replace the PII with the PIII in the market by this fall. They recently said they are ahead in that endeavor. The 7.8% as far as I know doesn't indicate slippage but the beginning of the replacement of PII with PIII. I think we also should assume that the retail figures don't fairly reflect PIII sales since these are high end products selling to business and most likely previous owners who buy via Internet, etc. Dell's internet business is at $18M a day about 1/3 of total. By the way, Intel is already the major motherboard maker in the PC market. They also sell a fair number of graphics chips now so they are on a reasonable percentage of graphics boards. They don't leave much for the boxmakers do they? Rich

To: Eric Yang who wrote (24890)	5/20/1999 2:21:00 PM
From: Richard Habib	Read Replies (3) \| Respond to of 213176

Intuit Suspends QuickBooks for Mac Development Intuit has suspended development of new versions of QuickBooks and QuickBooks Pro for Macintosh. A statement on the company's Website reads: "Macintosh versions of QuickBooks 4.0 and QuickBooks Pro 4.0 were first released in 1995. Since then, we have found the market for new upgrades to QuickBooks for the Macintosh to be very small as more than 95% of QuickBooks customers use IBM-compatible PCs. "Because of this, Intuit has made the difficult decision to not actively develop another upgrade at this time. We want to emphasize that QuickBooks for Macintosh customers are still very important to us and we still strongly believe that QuickBooks for Macintosh is the best small business accounting software on the Mac platform. "For customers using QuickBooks, please understand that Intuit is NOT discontinuing support or "dropping" QuickBooks for the Macintosh. € We have increased our customer support program, including an improved QuickBooks Tax Table Update Service. € We have increased the number of technical support representatives. "Also, QuickBooks Macintosh customers are eligible for our upgrade pricing if they wish to switch to the Windows version."