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

To: Dan3 who wrote (140886)	8/6/2001 9:21:00 AM
From: Mary Cluney	Read Replies (1) \| Respond to of 186894

Dan, <<<No, I included them in the category workstation/server. Both Intel and AMD use one specialized chip for many of the SKUs in both these markets (Tualatin from Intel and Palomino from AMD). Both markets also offer similar, higher ASPs than desktop chips and so I included them as a single category.>>> If you do the math, that would not come out right. You, yourself, in another post stated that Intel sells 1.5M units of Xeon at ASP of $1200. That alone comes out $1.8B. For the entire workstation/server category you have 10M units at ASP of $185 for a total of $1.85B. That would mean that the other 8.5M units have an ASP of $5.88 and your chart would look like this: Millions Millions Intel ASP Units Dollars Other $1700 Celeron 70 9 $630 PIII Desktop 175 4 $700 P4 150 6 $900 Mobile/Server 5.88 8.5 $50 Xeon 1200 1.5 $1800 subtotal 185 10 $50 Total 29 $5780 Expenses $6250 AMD ASP Units Dollars Other $225 Duron 40 4 $160 Athlon 100 4 $400 Athlon 4 125 1.5 $187.5 Totals 9.5 $972.5 Expenses $985 Not to go off topic, but there is a book out by Michael Lewis titled "Next - the future just happened". One of the story he tells is about Jonathen Lebed (sp?) the NJ high Schooler, who was able to use the Silicon Investor to hype stocks. The SEC was able to put a stop to it and force Lebed to give back some of the money he made from hyping stocks. I agree with the author that the SEC really should keep out of it, but that's really going off topic. My point is, I beleive you are very effectively putting out disengenious information and having a influence on the investment community. And, I don't think the SEC should get involved. People who invest based on the information that you put out deserve whatever they get. It is buyer beware - a free market at work. Mary