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Technology Stocks : Intel Corporation (INTC)

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To: Jim McMannis who wrote (113550)	10/14/2000 3:02:31 PM
From: rudedog	Read Replies (2) of 186894

Jim - re: "OTOH, what's the mobile market compared to the desktop market" For CPQ and DELL last quarter it represented a little more than 20% of units and almost 30% of "PC" revenues. It was 30% of product revenue for DELL. For CPQ, which has less than half of its revenues in "PCs" of all classes, including desktops, it represented about 14% of revenue. They did not break out revenue but I assume their ASPs are similar to DELLs so the distribution ought to be about the same. Both companies are growing laptop revenue at more than twice the rate of desktop revenue.

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