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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: shane forbes who wrote (31027)	6/15/1999 11:12:00 AM
From: Tony Viola	Read Replies (1) \| Respond to of 70976

Shane, I'm estimating that Intel's 1999 revenues will be about 13% higher than 1998's. Basing this on: 1998 was $26,273 billion. 1Q99 was $7.1 billion 2Q est. $7.1 billion (Intel guidance flat to slightly down from 1Q, Intel always very conservative. Also, signs that volumes are UP, and ASP's, at least Intel's not going down.). 3Q est. (mine) $7.6 (3Q always better than 1Q or 2Q). Bit of a WAG here. 4Q est. (mine) $7.9 (4Q always best). Bit of a WAG here. 1999 $29.8, growth 13%. Speaking of the report you are talking about as being strange, I agree. Below, what's the difference between MOS Micro Devices, microprocessors and Microprocessors?? MOS Micro Devices: This product category, which includes microprocessors, DSPs, microcontrollers and microperipherals, will bounce back from a 1 percent overall market decline in 1998 to nearly 12 percent growth this year. DSPs are currently the industry's fastest growing major product line. Microprocessors: This category, which achieved a modest 5 percent growth last year in the face of an overall industry decline, will once again "outpace the industry" achieving a 16 percent growth rate this year. In five years, the microprocessor market will nearly double from $23 billion in 1997 to $45 billion in 2002. To be noted, the microprocessor forecast includes not only stand alone microprocessors, but also embedded microprocessors that are included in system on a chip solutions. Tony