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

To: wanna_bmw who wrote (146370)	10/31/2001 1:12:41 AM
From: maui_dude	Read Replies (2) \| Respond to of 186894

Hi bmw, tony, Thanks for the live updates on the CC. I just watched the replay of the webcast. Here's my thought on some points not discussed on the thread : 1. Great news : Growth Potential from install base. 300mil PC < 500 MHz 450 mil PC < 700 MHz. 85% of install base is business (I find that hard to believe!). And all were bought prior to Y2000. To upgrade to Win XP, microsoft may require many of the PCs to be replaced with newer ones. 2. Good news : 18% server growth estimate in 2001. 26% CAGR for server for next 4 years. >10% IAG revenue growth (as opposed to 10%) 15-20% overall growth goal (as opposed to earlier goal of mid teens) Sure, these are from a lower revenue base. But a very decent growth rate is predicted from now on. This in addition to cost reduction and .13/300mm transition should nelp earning quite well. 3. Bad news : Only 25% cost cutting from .13/300mm (instead of atleast 30% that intel had been forecasting). SSB's Jon Joseph asked that in the Q/A. That extra 5%+ for 100s of millions of PCs+cellphones could be a large amount of profit. 4. Good/Bad news : Emerging market will help growth moving forward quite a bit. But they wont help ASPs too much. 5. Good News : Revenue growth from WCCG, especially replacement cell phones sales and opportunity for Intel. Although this is low margin, the total volumes could be in excess of 500 million units. Intel can potentially get a decent percentage of that share. All the new factories with .13/300mm can make a lot of money for Intel. Maui.