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To: gnuman who wrote (65311)	9/23/1998 4:23:00 PM
From: John Hull	Read Replies (2) \| Respond to of 186894

Tony, Gene, I've sent a note to Tom at the SJ Mercury to point out his error. Did you also catch the one he made on UMC's CAPX pushout of $14B!? I think he meant $1.4B. $14B would make UMC 3-4X Intel's CAPX size. Perhaps this went to the web before the fact checkers/editors got finished looking at it. Regards, John

To: gnuman who wrote (65311)	9/23/1998 4:26:00 PM
From: xstuckey	Read Replies (1) \| Respond to of 186894

"Seem's to me that growing earnings from $0.66 to $0.80 requires more than just a 10% increase in revenues" Gene, Don't forget that the $.66 figure included a $.09 non-recurring charge. Assuming $.75 as a starting figure, $.80 seems like a slam dunk with a 10% increase in revenues plus an increase in margins of 2% as forecast by Intel. My own calculations give $.84 for the September quarter. Best Trading, X

To: gnuman who wrote (65311)	9/23/1998 4:36:00 PM
From: Dale J.	Read Replies (2) \| Respond to of 186894

Gene re:The current consensus for Q3 is $0.80 Where do you get the .80 First Call is .78 Also, due to the high fixed cost structure of manufacturing, a 10% increase in revenue can result in a higher than 10% to the bottom line. Dale

To: gnuman who wrote (65311)	9/23/1998 7:01:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Gene - Re: "As I posted some time back, I think Intel will come in below consensus." Your estimate stated Intel would be report REVENUE BELOW Q298 REVENUE levels about 1 day BEFORE Intel announced an upcoming 8-10% Revenue increase OVER Q298 REVENUES. This is what you predicted - Gene - total Q398 revenues BELOW $5.8 BILLION. Of course, Intel stated one day later that they expect REVENUE to GROW 8 to 10% ABOVE the $5.9 BILLION mark. I provide this information just to refresh your memory as to what you actually predicted. {======================================} To: Paul Engel (64184 ) From: Gene Parrott Wednesday, Sep 9 1998 6:15PM ET Reply # of 64195 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 {==================================================} Paul