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

To: Dan3 who wrote (163474)4/4/2002 8:24:08 AM
From: Road Walker  Respond to of 186894
 
07:28 ET Intel should see better margins, market share gains-- Pru (INTC) 29.87: Prudential is positive on INTC due to improving margins and mkt share gains; co's new 2.4ghz P4 has a 10% smaller die size than previous P4s as a result of a successful optical shrink; smaller die size came sooner than expected and should have positive implications for gross margins going forward; also, firm believes that new products should allow INTC to gain share against AMD. Reiterates Buy rating and $44 price target.



To: Dan3 who wrote (163474)4/4/2002 9:39:54 AM
From: Tushar Patel  Read Replies (2) | Respond to of 186894
 
My point was that there may soon only be one customer for Intel (and AMD) other than the myriad of smaller firms

From the most recent 10K filed by Intel,

For 2001, as a group, our five largest customers accounted for approximately 38% of net revenues, and of this group one customer accounted for 14% of revenues.

I don't think you need to worry about one firm dominating Intel's revenues any time soon.

sec.gov


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