Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 37.81

-4.3%

Dec 12 9:30 AM EST

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To: wanna_bmw who wrote (163946)	4/16/2002 5:43:31 PM
From: Tony Viola	of 186894

Quarter consistent with March update. IA group better than expected as was the overall quarter. Comm worse (flash and netw. lower than Q1) ASPs better than expected. First YOY increase in four quarters. IA Unit ships about flat with Q4. IA revs flat with Q4, up 12% YOY Flash down about 11% sequentially? 53.6% before INGR charge due to higher ASPs, better product mix and manufacturing efficiencies. Tired of hearing >100% of everything to do with profits due to IA group. HC down 8% from year ago (near 90,000). Net loss $46M from equity investments. Some progress to rebuilding inventories, mostly in finished goods. GAAP 14 cents including INGR. Getting very close. 6.4 to 7.0 revs predicted for Q2. This range would be 1 to 10% over year ago Q2. GM 53% +/- Spending flat. Interest zero. Full year 53% GM predicted. 4 points higher than year ago. "Profits, not revenues #1" said Bryant. "More agile and effective competitor."

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