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

To: Jim McMannis who wrote (109500)	9/8/2000 11:50:14 AM
From: maui_dude	Read Replies (1) \| Respond to of 186894

Aloha Jim, Tony, John, Re : "Worldwide PC shipments are due to rise 18.5 per cent this quarter, with Asia Pacific leading the way, according to IDC. Sales will reach 33.4 million units - an 18.5 per cent year-on-year increase, and 10.1 per cent jump on Q2." Isn't this way short of earlier forcast (by IDC or was it Dataquest ?) of 31% year to year growth. It may be revenue growth, but since the ASP are probably only slightly up, it seems like 19% is quite lower than earlier estimate. Also, I recall an interview where Sanders mentioned worldwide unit shipment of about 44million for Q4 (and that producing 9million will give AMD 20% share). A jump from 33.4 million to 44 million from Q3 to Q4 seems too steep. Is this report really good news (in short term ?) Maui.