SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Intel Corporation (INTC)
INTC 36.56+1.3%10:40 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: L. Adam Latham who wrote (168369)7/16/2002 6:30:23 PM
From: maui_dude  Read Replies (2) of 186894
 
Adam,

thanks for the calculations.

The 'traditional' H1/H2 revenue ratio for Intel is 45%/55%.

Given that :
Q1 + Q2 = 6.9B+6.3B = 13.2B (which is 45% of the year).
So, a normal seasonal year will have 13.2*(55/45) = ~16.0B
if Q3 is 6.6B, Q4 has to be 9.4B!

I dont see any way at all this will happen! However, the point here is that Q3+Q4 is a lot higher than your assumptions (in a normal season). And if were to happen even to a lesser extent, than the yearly eps numbers may not need to come down too much.

Maui.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News