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Technology Stocks : Intel Corporation (INTC)

INTC 35.81

+0.2%

Nov 25 3:59 PM EST

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To: Maverick who wrote (53181)	4/14/1998 9:07:00 PM
From: gnuman	Read Replies (1) of 186894

A few notes from the CC I listened to the whole thing and here are a few items not in the earnings report. P6 was 50% of Q1 CPU revenues. P6 should hit 50% of units shipped this week. (P6 / Pentium. I assume that Celeron is also classified as P6 ) Phase out of Pentium in about 2 Qtrs. ASP's slightly down qtr to qtr. Revenues through Distribution flat Q/Q, OEM revenues down across the board. Revenues down in all Geographies except Asia-Pacific. Revenue increase in Asia-Pacific due primarily to increased sale of new chip-sets to mobo makers, especially Taiwan makers. Could be a leading indicator for PII. Claim chip-sets lead CPU's by about 6 weeks. One comment Otellini made I found interesting was that the $1200 system is the "Sweet spot" for unit volume.

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