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

To: Paul Engel who wrote (64183)	9/9/1998 6:15:00 PM
From: gnuman	Read Replies (1) \| Respond to of 186894

Paul Engel. Q3 Revenue estimates I think the whole key to Intel's Q3 performance is Xeon. Based on projected CPU unit growth and ASP's I doubt if CPU \revenues will exceed Q2. (See table). The Q2 numbers are actual's as posted by Lehman Bros. I assumed 12% growth in CPU's and 10% growth in other businesses. (Based on current projections by a number of analysts and my guesses). I gave Intel 85% share of PC's. Q3'98 Q2'98 W/W PC units 22,400,000 Intel shr 19,040,000 ASP $210 CPU Revenues $3,998,400,000 $4,312,000,000 PPro $242,000,000 $220,000,000 other CPU $66,000,000 $60,000,000 eprom/flash $269,500,000 $245,000,000 other $385,000,000 $350,000,000 systems $814,000,000 $740,000,000 Total revenues $5,774,900,000 $5,927,000,000 It seem's apparent to me that the biggest swing factor in Q3 performance is Xeon offsetting PPro. Do you have any feeling as to how many Xeon units will ship in Q3? TIA, Gene