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Technology Stocks : Intel Corporation (INTC)
INTC 49.36+1.3%9:57 AM EST
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To: Paul Engel who wrote (42985)12/21/1997 9:53:00 AM
From: gnuman  Read Replies (1) of 186894
 
Paul Engel, re: your discussion with Compaq
In response to Stockmans question,"What percent UNITS shipped are sub-zeros?" you responded that you called Compaq and they told you sub-zeros represent less than 10% of REVENUES. (Maybe you inadvertently transposed Revenues for units in your response?)
REVENUES includes everything; desk-tops, lap-tops, monitors, servers, service agreements, etc.
No doubt sub-zero revenues will be less than 10% of total revenues.
The question for the investor is still, "What percent of desk-top PC UNITS shipped are sub-zeros?"
This will be a clear indicator of the level of marketplace shift to low price machines, with all it's implications for Intel. Since Compaq is the dominant supplier of PC's in the US and W/W market they make the best candidate for this data.
Hopefully they, Dataquest or IDC, will provide this breakout when the FYQ4 data is presented.
Have a safe and happy Holiday!
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