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

To: Joe NYC who wrote (113623)	10/15/2000 1:37:17 AM
From: Tony Viola	Respond to of 186894

Joe, >Let's say, overall units, overall ASP, Xeon/Piii/Celeron breakdown (unit and revenue %), mobile/desktop/server breakdown (unit and revenue %). The one other company whose CCs I listen to that breaks down revenues by product type is Cisco. Maybe with such a high profile company like them doing it, there will be more pressure on the other big guns to do it. Cisco doesn't go into a lot of detail, identifying five very major categories and specifying percent of revenues from each: routers switches access 2 others I forget right now but pretty sure one is service I don't think Intel would go to the detail you suggest. Why wake up the competition as to trends, i.e., expanding or shrinking product lines? For example, looks like the competition was pretty flat-footed in moving to the hot notebook area. If Intel had told'em in the last 2 CCs, they might have reacted more swiftly. Tony