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

To: gnuman who wrote (64189)	9/9/1998 7:15:00 PM
From: Paul Engel	Read Replies (3) \| Respond to of 186894

Gene - Re: " I doubt if CPU \revenues will exceed Q2. (See table)." I have duly noted your prediction. Two analysts - DLJ and Prudential - today made more aggressive predictions for Intel. Two other analysts - Jonathan Joseph (Montgomery) and Edlelstone (Morgan Stanley) - also expect a quarter to quarter improvement. Your unit shipments for Intel (19.4 million) are several million below many analysts estimates. The 3.36 million non-Intel CPUs seem to imply that Cyrix will ship zero or negative CPUs if AMD hits their numbers - around 3.36 million. As for the number of Xeons shipped this quarter, I don't have a good estimate but 175,000 - 225,000 would be my guess. Paul