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Technology Stocks : Intel Corporation (INTC)
INTC 41.41+2.2%Dec 5 9:30 AM EST
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To: THE WATSONYOUTH who wrote (113834)10/18/2000 11:35:59 AM
From: John Hull  Read Replies (5) of 186894
 
Watson and Jean G,
re:"At this point in time, your innuendo rings pretty hollow with the faithful. Why don't you use this opportunity to expand on Intel's prospects/successes/shortcomings/etc. in the communications area? Intel's consistent obfuscation in the earnings report make it impossible to discern much detail other than they are losing money....big time. Say it ain't so."

Now that earnings are out I can address your questions a bit. Gartner Group released a report in August 2000 that listed comm IC companies by size. Their findings are as follows:
1. Lucent Technologies $3.3B
2. Motorola $3.1B
3. TI $2.7B
4. Intel $2.4B
5. NEC $1.8B
6. Infineon (Siemens spinoff) $1.8B
7. Conexant $1.7B
8. Philips $1.6B
9. STMicroelectronics $1.4B
10. Qualcomm $1.3B

These are Gartner's numbers, not Intel's (just to be clear). You heard Andy Bryant talk about our growth rates in this area. Broadcom, for reference is about a $1B company this year if all the analysts are right and should grow almost 100% over last year. PMC-Sierra is a bit smaller, around $600M this year and also growing about 100% per year - according to analysts.

Now do the math and you'll notice that the gross sales growth for Intel should still be pretty good compared to some of the smaller, faster growing competitors in this space.

As to when Intel will break out the comm silicon business in great detail for investors - I don't know. But I think those on this thread should feel reasonably good about this part of the Intel business.

regards,
jh
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