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

To: Diamond Jim who wrote (111345)	9/26/2000 10:58:27 AM
From: pgerassi	Respond to of 186894

Dear Jim: You wish. I was talking about units sold growth QOQ. For the last three or four quarters, Intel has not managed to grow units sold beyond 1 to 2%. They have gone from 33 million Q3 last year to (they estimate) 35 million in this Q3. That is 6% YOY or 1.5% QOQ sequentially. They say it is the ramp from 0.25u to 0.18u which is not complete yet. I have heard that Intel is assuming Q4 01 to be about 45 million or so. That is a measly 3-4% QOQ from now. AMD is saying that they will rise 28% (7 to 9 million) QOQ to Q4 and say that (depending on what they meant (it was a little ambiguous)) Q1 01 would see 11 to 15 million sold and that would be between 22% and 66% QOQ. They claim that they would be at 30% by Q4 01 and that means 20 million units or a YOY rise of 122%. That is a QOQ rise averaging 24% over 2001. Disheartening, isn't it? Pete