Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 50.59

+4.9%

Feb 6 9:30 AM EST

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To: Paul Engel who wrote (4995)	11/8/1996 2:24:00 PM
From: damniseedemons	of 186894

>If NT 4.0 is selling/tracking Pentium Pro sales - is it possible that Microsoft will be experiencing expanding sales and profits for Q4 as per Intel?> One could rightfully argue that it is Windows NT which is driving Pentium Pro sales. Anyway, MSFT will have a great quarter. However, they don't have the benefit of the tight supply which is helping INTC sell Pros for above list price (MSFT could chrun out NT CD ROMs with no constraints). Also, MSFT recongnizes revenue over an extended period of time (2 years). So if they sell 1 billion dollars worh of NT this quarter, they won't report a lot of it until later (this keeps MSFT's revenue growth curve smooth, and helps to protect against bad quarters).

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