SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Intel Corporation (INTC)
INTC 35.54-1.1%2:07 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Paul Engel who wrote (89296)10/2/1999 9:55:00 PM
From: Ibexx  Read Replies (2) of 186894
 
Paul and Intel investors:

On Friday, October 2, Hans Mosesmann of Prudential issued a length research paper on SEMICONDUCTOR EARNINGS PREVIEW, SEPTEMBER 1999. The following is what pertains to INTC:

______

"We believe that Intel is set to beat our estimate of $0.57 (street consensus 0.57). Our recently revised revenue estimate of $7.5 billion assumes 28 million process units and an ASP of around $200 in the quarter. Intel continues to benefit from strong seasonal processor demand trends and increasing booking visibility, while it is successfully nabbing AMD's market share.

While AMD's Athlon may have a performance edge to Intel's PIII, Intel is scheduled to launch 700 MHz and above coppermine 0.18 micron which should allow Intel to easily challenge AMD's current Athlon.

The fourth quarter could be constrained by core logic chipset availability due to the Taiwan earthquake, however, we await a full assessment of the impact to Taiwan chipset suppliers (approximately 20% of the market).

Y2K lockdown issues are a risk to the 4th quarter, but we have seen no evidence of this to date. Chances of PC inventory overhang in the first quarter of 20000 are reduced as a result of the Taiwan earthquake. We believe that the tone of the conference call will be upbeat and will emphasize robust processor demand driven by consumer seasonality. We reiterate our Strong Buy rating."

_____

Ibexx

PS: Sorry I cannot provide a link for the whole article.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News