Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: gnuman who wrote (51493)	3/28/1998 8:48:00 AM
From: Glenn D. Rudolph	Respond to of 186894

INTC: ABN-AMRO increased estimate for quarter ending 09/98 from $0.90 to $0.91 on 03/25/98 INTC: ABN-AMRO increased estimate for quarter ending 12/98 from $1.00 to $1.11 on 03/25/98

To: gnuman who wrote (51493)	3/28/1998 9:13:00 PM
From: Mary Cluney	Respond to of 186894

Gene,>>>I believe Intel's last reported ASP on CPU's was about $250)<<<. I was trying to distinguish between the high end - the CPU's that Dell sells, the ones that goes into small servers, and portable (notebook) units - and those that go into the sub $1k units. I would appreciated it if you could cite the source for the $250 ASP. The $250 ASP sounds somewhat plausible if you assumed Intel sold 100M units at $250 ASP - that would come out to about $25B equaling Intel sales for entire 1997. But that would have to include not only highend and lowend cpus but also other much lower cost units of whatever else they manufacture - because I don't think they sold 100M CPUs 1997. In any case, as you say, it was only a WAG. If you know anything for certain, please share it with us. Mary