Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 35.75

+3.6%

Nov 24 3:59 PM EST

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To: Paul Engel who wrote (120209)	12/2/2000 12:09:49 AM
From: maui_dude	Read Replies (1) of 186894

Aloha Paul, Hightechhooper, I agree with you, that the rapid sales of laptop has tremendous significance. If you analyze Intels webcast from last month, all the news coming out these days make sense. They expect very good growth in laptop and server market. However, they expect only 10% overall growth from IAG for 2001. Which means, desktop sales are hurting (as gateway confirmed) and they probably knew it a month ago (and hence unlikely to pre-announce Q4 revenue). Unfortunately, the percentage revenue from laptop and server area is not very significant (my guess ~25%, though higher ASPs) of the overall IAG revenue at this point and it may not help the overall revenue too much in the short run. However, this is great news for the long run as laptop (and server) make up a larger percentage of IAG revenue (Intel expected laptop sales to be 25% of IAG by 2003 ?). It seems like AMD will have to start competing against Intel in areas where are they are quite behind. Maui.

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