SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Intel Corporation (INTC)
INTC 48.26-0.7%Feb 5 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Paul Engel who wrote (68827)11/19/1998 11:13:00 PM
From: Mary Cluney  Read Replies (2) of 186894
 
Paul,>>> Roll Out Schedules and Pricing are discussed in this article.<<<

FWIW, using the prices in this article and the unit estimates from Kurlak - I come out with MPU revenue of $24012 as opposed to Kurlaks $19474. If it comes out that way, Intel earnings for 1999 would be $5.88 as opposed to Kurlak's estimate of $3.60.

Of course I used my usual broad brush - but a conservative broad brush. Further, Kurlak probably has secret knowledge of further price cuts (ggg).

BTW according to first call the 32 member brokers covering Intel has mean EPS at 3.89 with a high of 4.25 and low of 3.24 (must be Fleckstein gggg)

     Units           1Q    2Q    3Q    4Q                        
       Pro          1.7   1.4   1.0   0.5    4.6                
       Xeon         1.0   1.2   1.8   2.3    6.2                
       PII         13.0  12.9  12.0  11.8   49.7                
       Celeron      8.9  10.5  12.5  15.0   46.9                
     TOTAL         24.6  26.0  27.2  29.6  107.4

     ASP           $193   185   176   175    181
     MPU Revenue  $4674 $4800 $4800 $5200 $19474
     Other        $2032 $2150 $2200 $2300  $8682
     TOTAL        $6706 $6950 $7000 $7500 $28156


Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News