Ask Michael Burke Message Board

STOCKTALK

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.

Politics : Ask Michael Burke

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Earlie who wrote (73423)	1/13/2000 8:57:00 AM
From: gnuman	Read Replies (1) of 132070

Earlie, re: INTC I think a key indicator in the earnings report will be the breakout of the "Intel Architecture Business Group" and the "All Other" category. The Intel Architecture Business Group includes microprocessors, motherboards, other board-level products, chipsets, and graphics chips. I think growth in the IABG category indicates the health of the PC segment. (Interesting that this group was flat YOY Q3). Among other things, the "All Other" category includes the Computing Enhancement Group, the Communications Products Group, the Network Communications Group and the New Business Group. The Flash memory business is included in the Computing Enhancement Group. Consumer demand for flash in '99 was very healthy, and both Intel and AMD are expected to have strong revenues/earnings in that product. (Back in June In-Stat predicted 30% unit growth with rising ASP's through '99). Gene

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next