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Technology Stocks : Intel Corporation (INTC)
INTC 36.85+1.6%3:59 PM EST

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To: andreas_wonisch who wrote (151364)12/6/2001 4:32:21 PM
From: wanna_bmw  Read Replies (4) of 186894
 
Andreas, Re: "Intel expects revenue for the fourth quarter to be between $6.7 billion and $6.9 billion, as compared to the previous range of $6.2 billion to $6.8 billion."

That's very good news. Since gross margins appear to be relatively unchanged (except for a point or two), I have to expect that most of this revenue comes from increased volumes. AMD also expects record units, which begs the question on where market share will lie by the end of the quarter. My guess is that it should be relatively unchanged, but with the large upside on Intel's guidance, it might suggest that Intel gains a point or two.

Just thinking out loud....

wbmw
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