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

To: Mary Cluney who wrote (51586)	3/30/1998 8:13:00 AM
From: gnuman	Read Replies (1) \| Respond to of 186894

Mary, re: ASP's/Projections The link to my authorative source is dead, but if I remember correctly, in CY'97 Intel shipped about 80 million CPU's generating ~ $20 Billion in revenues. The other 5 Billion was from flash, chips sets, LAN chips, M/B's, etc. Your 12 month "WAG" is 85 million CPU's generating about $31 Billion in revenues. I think you're probably close on the number of CPU's, but way off on revenues from CPU's. My guess is that Intel's CPU revenues will be flat to slightly up, depending a lot on the success of Celeron and the competition. From recent articles I've seen Intel intends to get even more aggressive in the low end market, and this could be a drag on revenues and margins. I think this is also the reason the consensus estimate has dropped from $4.73 to $3.27 over the last six months. That's a 30% drop in just six months, and makes me wonder how Intel will maintain margins above 50%.

To: Mary Cluney who wrote (51586)	3/30/1998 7:42:00 PM
From: David M Gambs	Respond to of 186894

Mary, However, I should have have made it clearer by adding that there are certain technical types that should never be anywhere near a leadership position - especially those that fly off the handle.... Andy has been known to do a little yelling and having at least the appearance of 'flying off the handle'. My sources tell me that he hates unprepared people, poorly designed things, etc and can get upset about these and really let someone have it. Does this mean that ANDY shouldn't have been CEO? No. He was a great CEO. I think you are closer here: misrepresent ideas, that are narrow minded, and can only see things in pure black and white and miss all gradations and shades in between. I believe that at least some of this part of your statement applies to another CEO who keeps promising but never delivering. Not an attack, just MNSHO. Regards, dmg (Go INTeL® Go to $200 [post all splits: past, present & future])