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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (62637)	6/17/1999 3:25:00 PM
From: gnuman	Read Replies (2) of 132070

Intel Falls on Concern Cheaper Chips May Cut Profit (Update1) From Bloomberg ......Celeron vs Pentium III Celeron chips will account for 36 percent to 37 percent of Intel's total chips sold, compared with an earlier forecast of 33 percent to 35 percent and first-quarter levels of 27 percent, Glavin said. Other analysts, such as Jonathan Joseph at Salomon Smith Barney and Dan Niles at BancBoston Robertson Stephens, also have recently expressed concern about the effect on Intel's earnings of increased Celeron sales coupled with slower sales of the high- end Pentium III. But how is Xeon doing? I've posted to a couple semi analysts wondering why they never report on this product. One said he would get back, but never did. The lack of Xeon info makes it difficult to guess what's really happening to the business. If one Xeon equals ~10 Celerons, (and at very high margins), isn't that pertinent? Speculate that Intel will sell 30 million Celeron's this year, but what if they sell three million Xeon's? Could be higher revenues than the Celeron contribution, and a hefty contribution to GM's. quote.bloomberg.com 56800cb2044&view=story&version=marketslong99.cfg

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