Intel Corporation (INTC) Message Board

STOCKTALK

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 38.16

+2.5%

Nov 7 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Paul Engel who wrote (42878)	12/19/1997 12:24:00 PM
From: gnuman	Read Replies (1) of 186894

Paul Engel, Re: Sub $1000 PCs were in the "single digits" I agreed that "revenues" were probably in single digits. But I'm talking about percentage of "units" sold. I feel Compaq will sell approx 1 Mil sub-zero "units" in 2H, or about 16% of total "units". Even if Compaq sells only 500,000 Cyrix machines in 2H, they have also sold a lot of sub-zero P54/55 166/200 mHz machines. Both into the home and into SOHO and biz markets. This is still consistent with what Compaq IR told you, since they were talking about sales and not units. (Correct me if I'm wrong). I think the key here is that sub-zero's are beginning to represent a significant total of units sold, and growing. My source of units sold is from IDC. Click on "Strong demand for Q4..." at this site. idcresearch.com :-) Gene

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next