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

To: Dan3 who wrote (153402)	12/31/2001 4:14:08 PM
From: reynoso	Read Replies (1) \| Respond to of 186894

Dan3 <<<<So Intel should be shipping more than 64 million parts this quarter>>> Intel's chip set business requires 2 chips/CPU - estimating that they ship 30 million CPUs and that they supply 2/3 of the chip sets for their CPUS, that would give them 30 million + 2/3(30 million + 30 million) = 70 million x86 related devices. Now, add in a million StrongARM processors, Network Processors, many millions of Ethernet chip sets and various other logic devices including i960 embedded controllers, I/O processors and the like, and your 64 million estimate is quite low for one quarter's production from Intel. Ergo, Intel's fab expenditures are modest when compared to AMD's - according to your logic. Reynoso