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


To: Paul Engel who wrote (58967)6/27/1998 6:03:00 PM
From: kash johal  Read Replies (1) | Respond to of 186894
 
Pual,

Do you have an estimate on how many Xeons will ship over next year.

It would appear to me if they can sell enough they could show serious sales/earnings growth finally.

My guess is 5-10M pcs over the next year and with profits of $200-400/cpu that translates to $1-4Bn in profits alone.

If they can hit the high end they could show a 50% increase in profits.

It would seem to me that the Xeon pricing, acceptance and intels execution will be key to the stock price.

Welcome everyones comments.

Kash