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

To: Elmer who wrote (37584)	10/25/1997 8:39:00 PM
From: daniel dsouza	Read Replies (1) \| Respond to of 186894

Elmer, Thanks for pointing out my presumption. Apparantely some members on this thread are still in a state of denial. I have attached below excerpts from AMD's statements re: Flash memory market. based on this Intel's market share of Flash = 50%, if you want to be optimistic, let's say 60%. The Flash memory size in 1995 was roughly $1.67B ($0.3B = 30%). Let's say for all of 1997, it will be $5.00B So Q3 '97 is approximately $1.25B Intel's 60% share $0.72 Intel's revenue for Q3'97 was $6.2B Percent of Q3 rev from Flash memory 11% GROWTH OF PCs. Unit shipment growth for Compaq(q3'96-q3'97) 56% EPS growth for MSFT (q3'96 to q3'97) 52% Let's be conservative and say PC growth was only 25%. So, if 89% of Intel's earnings grew by 25%, and 11% was flat, the combined growth should be ((89 x 1.25) + (11))/100 - 100 = 22.5% It was actually much less, from $1.31 to $1.57B or less than 20%. What gives. ******************************************************************** In 1995, AMD flash memory sales exceeded $500 million, reflecting year-to-year growth of more than 150 percent. By year-end AMD had attained a market share of more than 30 percent, and together with our flash memory partner, Fujitsu Limited, AMD designs had captured a 50 percent worldwide market share! amd.com "In this traditionally slow summer quarter, aggregate revenues from our non-microprocessor businesses -- our Communications Group, our Memory Group, and Vantis -- were essentially flat with the immediate-prior quarter, and up 12 percent from the same period of 1996," said W.J. Sanders III, chairman and chief executive officer amd.com HOUSTON, October 16, 1997 - Compaq Computer Corporation (NYSE: CPQ) today announced record worldwide sales of $6.5 billion for the third quarter ended September 30, 1997, an increase of 31 percent compared to the third quarter of 1996 and a 56 percent unit growth for the same period. compaq.com