Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.20

+0.1%

Dec 26 9:30 AM EST

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To: GVTucker who wrote (137693)	6/20/2001 8:30:20 AM
From: pgerassi	Read Replies (1) of 186894

Dear GVTucker: The problem is that everyone here missed the admission that he has consistently underestimated AMD sales for the past 6 months (3 quarters), so his claim that AMD is down 1 million in unit sales is probably too low an estimate again. Another read is that he sees lower unit sales for Intel even more than AMD and these were a lot closer to actual in the past 3 quarters. So, I think that AMD units may be down slightly, Intel's are down substantially. Of course this does not take into account ASPs. AMD is likely to be flat or up slightly (Flash is where ASPs will be the cause of the slightly lower revenues). Intel OTOH will be down substantially again (their estimates are trending lower and that is the best it could be). I find that Intel's claims of a market share increase are probably unlikely (the last time they claimed that they were wrong too). Even if they have taken some share back, the ASPs must have dropped far more than the original estimates and the hit to the bottom line will be even greater (more chips -> more expenses). What would the market do to the stock if they miss the ESP targets? Pete

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