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

To: Paul Engel who wrote (66705)	10/15/1998 12:44:00 AM
From: FJB	Read Replies (2) \| Respond to of 186894

RE:Intel reportedly shipped 24 MILLION CPUs in Q3 Where did you get this information? Thanks, Bob

To: Paul Engel who wrote (66705)	10/15/1998 12:49:00 AM
From: kash johal	Read Replies (1) \| Respond to of 186894

Pauleron, Having spent 4Bn on new fabs are you telling me Intel just added 3M more devices per quarter. What does that tell you. Crummy designs with huge die sizes and poor yields. Perhaps you can tell us how many more CPU's Intel will ship Q4 vs Q3. With no new products in Q4 and pirce cuts on 10/25 Intel may not increase much in Q4 revenues. Meanwhile AMD will ship at least 20% more. This is the reason Intels's stock is suffering. Huge fab investments yielding 15% capacity increase. And a competitor with lower costs, smaller die sizes, shipping in record volumes. Regards, Kash

To: Paul Engel who wrote (66705)	10/15/1998 2:34:00 PM
From: gnuman	Read Replies (2) \| Respond to of 186894

Paul Engel, RE; Intel ships 24 Million CPU's in Q3 If true, that's an amazing number. Total industry X86 shipments for Q3 would be 28 Million+. And with projected growth, we're looking at close to 60 Million in 2H. Considering IDC forecasted only a total of 80 Million PC's W/W in 1998, that's pretty fantastic. The thing that's interesting is with these outstanding shipments and the record breaking Q3 revenues we have lower earnings on a Y/Y basis. And on a Y/Y basis the lower 1998 tax rate and the 12 months stock repurchases contributed 5 ½ cents to the ‘98Q3 EPS. (My calculations). This may be one reason the stock isn't taking off.