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Technology Stocks : Intel Corporation (INTC)

INTC 41.41

+2.2%

Dec 5 9:30 AM EST

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To: wanna_bmw who wrote (163070)	3/30/2002 2:04:37 PM
From: TGPTNDR	Read Replies (2) of 186894

Wanna, Re: <Separately the spokesman said shipments of Intel's P4 in the first quarter of 2002 were ten times the amount shipped in the year ago first quarter.> Sounds like P4 shipments are dropping fast. That's 7.5M by your estimates from last October. Let's assume they can do this. In this case, my numbers are optimistic. Intel said 20 million Pentium 4 CPUs in 2001. When the economy went south, they said that the number may have been too aggressive, but with Breakaway, I guess it's possible once again (I thought they may actually break past this number). Arbitrarily, the numbers could go something like this. 750K in Q1 1.5M in Q2 (2x Q1) 6M in Q3 (4x Q2) 12M in Q4 (2x Q3) For a total of just about 20M CPUs. Message 16559242 Your sales estimates keep running into problems. tgptndr

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