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Technology Stocks : Intel Corporation (INTC)
INTC 37.920.0%10:58 AM EST
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To: John Hull who wrote (97767)1/28/2000 2:07:00 PM
From: Mary Cluney  Read Replies (3) of 186894
 
John,<<< Intel's business, on the other hand is distributed: 42%Americas; 27%Europe; 31%Asia+Japan.>>>

Your response to Michael is very typical of something that comes out of the Intel culture. Your response is very educated, full of meaningful data, and absolutely correct. The only problem is that for anyone without an MBA, it is very difficult to understand.

The key to your answer is that the Americas (including Canada and Latin America) is only 42% of Intel's business and getting much smaller, and very quickly, based on your chart showing regional growth.


           <-----1999------> <-----1998----> <----1997---->
           Q4   Q3   Q2   Q1  Q4  Q3  Q2  Q1   Q4   Q3   Q2
Americas   5%   9%   2%  -9%  3% 21%  1% -12% -1%  13%   2%
Europe    16%  13% -15% -13% 31%  5% -5% -11% 32%   3% -24%
Asia-Pac  17%  14%  -5%  -2% 19% 14% -1%  8%  -5%   3% -12%
Japan     31% -19%  -5%  24% -3% -1% -1%  -8% -6% -29%   9%
Intel     12%   9%  -5%  -7% 13% 14% -1%  -8%  6%   3%  -8%


If growth in Europe, Asia Pacific, and Japan is anything like Q4 99 going forward, there is no discrepancy between Dell's guidance for Q1'00 and Intel's for Q1'00 (and possible sellout).

End of mystery.

Mary
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