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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Process Boy who wrote (85588)	7/14/1999 2:09:00 AM
From: Barry Grossman	Read Replies (1) \| Respond to of 186894

try to take the Intel guidance literally When Andy Bryant was asked about outlook for the second half, he said (I am paraphrasing), “I think you can look at the second half in the past few years compared to the first half and that would be an accurate picture of what we expect for 2H99." Putting that with the forecast for a 60% margin for the year and slightly higher revenues for 3Q99, leads to this: in billions 1995 1996 1997 1998 Total 96-98 1999 Rev1Q 3.560 4.644 6.448 6.001 20.653 7.103 Rev2Q 3.890 4.621 5.960 5.927 20.398 6.750 Rev1H 7.450 9.265 12.408 11.928 41.051 13.853 Rev3Q 4.171 5.142 6.155 6.731 22.199 6.800 Rev4Q 4.580 6.440 6.507 7.614 25.141 9.175 Rev2H 8.751 11.582 12.662 14.345 47.340 15.975 R2H vs R1H 117.46% 125.01% 102.05% 120.26% 115.32% 115.32% Total Rev 16.201 20.847 25.070 26.273 29.762 gmY 60% GP 17.857 The bold numbers are the estimates based on using 6.8B rev for 3Q99 and 60% gross margin for the entire year. Barry