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Technology Stocks : Intel Corporation (INTC)

INTC 33.62

-4.2%

3:59 PM EST

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To: Bill Jackson who wrote (63148)	8/23/1998 11:22:00 AM
From: Gary Ng	Read Replies (1) of 186894

Bill, Re: Well Gary, you are too religious for me. AMD and Cyrix have 58% of the under $1000 segment. So, now you find your AMD 20%, other 15% doesn't sound quite convincing and go to another 'market' ? Why don't you say that AMD has 100% market share for K6 and K6-2 ? >In addition recalculate Intel profits with an extra $100 ASP What ? Do you know what that mean? assuming that Intel has sold 16M - 18M CPU per quarter for the last two 'affected' quarters, based on your assumption of 'extra 100' it would mean 1.6 - 1.8B more revenue per quarter. Do you mean you expect Intel would hit 8B revenue if there is no K6 ? Even the most confident Intel bull would not think about that figure. As always, this time 'I am too religious'. What's next :-) Gary

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