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: Mary Cluney who wrote (61783)	8/4/1998 5:19:00 PM
From: gnuman	Respond to of 186894

Mary, re: <All you can do is get as much information as possible and then make a guess. > Exactly. That's what I've been trying to do. So what's your problem? ;-)

To: Mary Cluney who wrote (61783)	8/4/1998 6:04:00 PM
From: gnuman	Read Replies (1) \| Respond to of 186894

Mary, re; Your predictions. I see you forecast a 20% decline in earnings year/year, but only a 3% decline in revenues. Are you assuming a significant increase in unit volume at lower ASP's? What is your estimate of unit volume for 1999? For the PC side I'm estimating 88M CPU's at an ASP of $210, for revenues of $18.5M for that part of the business. (80% share of 110M units). This assumes that AMD and Cyrix/NSM et al won't grow their share a lot next year. Based on that I have trouble predicting normal historical growth. I don't see 1999 revenues significantly above 1997, and I see earnings below 1997. The key is probably the server side. Any idea of Intel's share of the server market? Fire away! ;-)