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Technology Stocks : Intel Corporation (INTC)

INTC 34.61

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To: Gary Ng who wrote (108402)	8/25/2000 8:56:21 PM
From: Eric K.	Read Replies (1) of 186894

Gary-- Re: I very much doubt about that given the figures of how many CPU shipped last quarter from Intel and AMD. Gateway had $1.9B in sales last quarter. Assuming Gateway's average revenue per system + services associated with system is $1500, Gateway sold 1.275M cpus last quarter. The average Athlon asp is ~$200, which is the only type of AMD cpu that is sold to Gateway. Gateway did not carry anything faster than 933MHz P3s until a few days ago, plus Gateway uses Celerons but no K6-xs, which implies that the Intel asp from sales to Gateway could be lower than the overall Intel asp. If AMD sold, say, four hundred thousand Athlons (22% of all Athlons) to Gateway last quarter, revenue from Intel and AMD cpus would be near parity. -Eric

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