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Technology Stocks : Intel Corporation (INTC)

INTC 34.72

-2.3%

Nov 17 3:59 PM EST

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To: Mary Cluney who wrote (51586)	3/30/1998 8:13:00 AM
From: gnuman	Read Replies (1) of 186894

Mary, re: ASP's/Projections The link to my authorative source is dead, but if I remember correctly, in CY'97 Intel shipped about 80 million CPU's generating ~ $20 Billion in revenues. The other 5 Billion was from flash, chips sets, LAN chips, M/B's, etc. Your 12 month "WAG" is 85 million CPU's generating about $31 Billion in revenues. I think you're probably close on the number of CPU's, but way off on revenues from CPU's. My guess is that Intel's CPU revenues will be flat to slightly up, depending a lot on the success of Celeron and the competition. From recent articles I've seen Intel intends to get even more aggressive in the low end market, and this could be a drag on revenues and margins. I think this is also the reason the consensus estimate has dropped from $4.73 to $3.27 over the last six months. That's a 30% drop in just six months, and makes me wonder how Intel will maintain margins above 50%.

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