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

To: John Koligman who wrote (41371)	12/3/1997 8:05:00 PM
From: StockMan	Read Replies (1) \| Respond to of 186894

John, Re -- Compaq and AMD and banking on volume.. No, The retail market is 15% of the overall CPU market, which translates to about 3-4 mill total CPU's sold into the retail market each Q. Of this 3-4 mil, CPQ's share (approx 50% -- being generous, given DELL's and others in this) that is about 1.5-2 mil total cpu's for CPQ in the retail market.. Given the different flavours of CPQ's home PC's, AMD will only be about 10% of this and that translates to about 1/4 mil /Q. Note the above is rough numbers. Re -- Also, do you think Intel would be coming out with cacheless PII's next year if the boxmakers were not forcing things???? Intel is planning on addressing all segments of the market, including the cachless CPU's. The box makers may or may not have anything to do with it, but the market demands it (i.e NC, Servers etc..) Stockman