<Could you please explain your source? > This is my estimate based upon INTEL Q1 Published Revenue =$5,879M INTEL Q1 Published Overall GM=59%
Estimates: 1. Total CPU Manf cost= $5,879M *(1-.59)=$2,410M 2. Celeron Manuf. cost=$63 3. PIII Manf. Cost=$120 4. Xeon Manf. Cost=$150 5. Revenue Split 20%/60%/20% Celeron/PIII/Xeon (market data est.) 6. Total Intel CPUS shipped Q1 =25,000,000 (market data est.)
Q1 1999 Estimate Quant ASP Revenue GM(est) Manf. Cost Celeron 9,770,000 $90 $879,300,000 30% $615,510,000 PII/PIII 13,000,000 $300 $3,900,000,000 60% $1,560,000,000 Xeon 1,100,000 $1,000 $1,100,000,000 85% $165,000,000 $5,879,300,000 $2,340,510,000 |