Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 38.16

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Nov 7 3:59 PM EST

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To: GVTucker who wrote (64702)	9/14/1998 8:10:00 AM
From: Joseph Pareti	Read Replies (2) of 186894

> The place where (TK) erred was the revenue line. I kind of agree. For example in the last call (August 20 or so) he talked 33% ASP DECLINE., using $330 for the high-end chips, $175 for the mid-range and $ 30 for the low end. Now Intel is essentially recovering the revenue shortfall of 2qCY1998 (10% off then, 10% more according to the pre-announcement). This means that Intel guidance at the end of CY1997 holds. DId they say anything about ASP then ? Can anybody work backwards from the revenue stream to the ASP for high-end, mid-range and low end to set against TK's call ?

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