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Technology Stocks : Intel Corporation (INTC)

INTC 37.32

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3:59 PM EST

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To: pgerassi who wrote (141250)	8/10/2001 12:13:16 PM
From: Mary Cluney	Read Replies (1) of 186894

Peter,<<<To get back to $6.3 billion in revenue, more units would need to be sold or the mix would have to trend to higher ASP processors. The later is very unlikely in a down market and results from third parties show that if anything, the PC market is shrinking in Q3.>>> I don't mean to bust in on your discussion here and am not being facetious (I don't the answer) , but how do you account for the 1.5M units of the Xeon processors that are sold each quarter? What are your estimates (upper/lower bound) ASP and market share for Xeon processors? You have to also consider that SUNW is losing market share (precipitiously) in this market and server units remain flat - is Xeon gaining market share here? Mary

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