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

To: Paul Engel who wrote (68827)	11/19/1998 11:13:00 PM
From: Mary Cluney	Read Replies (2) \| Respond to of 186894

Paul,>>> Roll Out Schedules and Pricing are discussed in this article.<<< FWIW, using the prices in this article and the unit estimates from Kurlak - I come out with MPU revenue of $24012 as opposed to Kurlaks $19474. If it comes out that way, Intel earnings for 1999 would be $5.88 as opposed to Kurlak's estimate of $3.60. Of course I used my usual broad brush - but a conservative broad brush. Further, Kurlak probably has secret knowledge of further price cuts (ggg). BTW according to first call the 32 member brokers covering Intel has mean EPS at 3.89 with a high of 4.25 and low of 3.24 (must be Fleckstein gggg) Units 1Q 2Q 3Q 4Q Pro 1.7 1.4 1.0 0.5 4.6 Xeon 1.0 1.2 1.8 2.3 6.2 PII 13.0 12.9 12.0 11.8 49.7 Celeron 8.9 10.5 12.5 15.0 46.9 TOTAL 24.6 26.0 27.2 29.6 107.4 ASP $193 185 176 175 181 MPU Revenue $4674 $4800 $4800 $5200 $19474 Other $2032 $2150 $2200 $2300 $8682 TOTAL $6706 $6950 $7000 $7500 $28156

To: Paul Engel who wrote (68827)	11/20/1998 2:42:00 AM
From: exhon2004	Read Replies (1) \| Respond to of 186894

Paul: re <<Efficiencies in production capabilities have allowed Intel to cut the price of its standard Pentium II chips below previously indicated cuts, Intel told partners.>> How is AMD ever going to make more than .01/share with Intel accelerating it's price cuts? I remember the relative strength Intel was showing back in mid 1996 when they had virtually no competition. They seem to be attacking on all fronts once again. Best Regards, Greg Gimelli

To: Paul Engel who wrote (68827)	11/20/1998 2:57:00 AM
From: stak	Read Replies (1) \| Respond to of 186894

The lure of low-cost PCs grows By Stephen Shankland Staff Writer, CNET News.com November 19, 1998, 5:35 p.m. PT Plummeting PC prices are luring 50 percent more buyers into the home PC market this holiday season than last year, and IBM and Apple are leading the way, a study has found. A survey this month found that 13 percent of United States households say they're very likely to buy a home computer, a study by MarketMaps and Centris shows. The biggest reason for the purchases is that people want to further their children's education, said Bill Ablondi, author of the survey. In addition, lots of people want to get online, and younger adults want to make sure they can play computer games. Do you want to know more? Read related news View story in The Big Picture Get Reviews: IBM, Apple, Compaq, Dell, Gateway Get Prices: IBM, Apple, Compaq, Dell, Gateway Go to Message Boards Search News.com In a turnaround from last year, there are more first-time buyers this year than repeat buyers, the survey found. A total of 55 percent of likely buyers are new to the market this year, whereas last year households already owning a computer were more likely buyers. IBM is the leader in the brand people plan to buy, with 19 percent voting for Big Blue, Ablondi said. "IBM has done a good job at building the perception that their products are not overly expensive," he said. The result should please IBM, which was late entering the low-cost computer market. However, Ablondi noted, many people say "IBM" when they actually mean "IBM-compatible," so the true percentage of probable IBM buyers is more likely 13 percent or so. That's still a step ahead of Apple, which came in at second place with 10.5 percent planning to purchase a Macintosh. "Apple is clearly back in the consumer market in a strong way," Ablondi said, led by the novel iMac, the perception that Apple's financial situation has improved, and the fact that Apple has "carved into people's minds the fact that Macs are easier to use." Hewlett-Packard, Dell, and Gateway are running "neck-and-neck" for the next places, he said. However, 42 percent of buyers still haven't decided which brand they want, so marketing will likely make a difference, he said. The survey also found that nearly a quarter of those new purchases are gifts for the holiday season, Ablondi said, so computer makers can expect happy holidays. The average budget for a new PC is $1,500, Ablondi said.

To: Paul Engel who wrote (68827)	11/20/1998 3:27:00 AM
From: stak	Read Replies (2) \| Respond to of 186894

Paul, Doesn't Intel get pissed with Microsoft getting a bigger and bigger piece of the PC pie? 10%! Microsoft used to be lucky to get 3-4% a couple years ago. >>Kempin's memo projected that if the trend toward cheaper computers continued toward the $500 level for Christmas 1998 -- and this month some complete systems are selling for less than $600 -- ''our royalties... could be as high as 10 percent of total system price.'' Kempin said that Microsoft must ''resist... royalty price decreases firmly'' for the low-priced machines. He said the company's goal was to get the ''highest amount of dollars'' possible from computer makers for loading Windows on their machines. But the memo also expressed fear that Microsoft's high prices might incite action by the nation's biggest personal computer maker to create a competing operating system. ''Our high prices could get a single OEM (Compaq might pay us $750 million next year) or a coalition to fund a competing effort(say in India),'' he wrote, referring to personal computer makers as original equipment manufacturers or OEMs. One place that Kempin looked for a new flow of cash was personal computer owners. Kempin devoted the last page of his single-spaced memo to concerns about who might be able to derail Microsoft's plan. Kempin, after considering the threat posed by a coalition of PC makers led by Compaq Computer Corp. (NYSE:CPQ - news), dismissed it by saying he doubted they could market the product successfully. Kempin also doubted that computer makers would be willing to sell machines without Windows or another operating system. ''Who would want to start with this and lose business?'' he asked. Kempin also expressed concern that Sun Microsystems and Netscape might team up, but said that the ''compatibility barrier'' stood in the way. Warren-Boulton testified Thursday that incompatibility with other systems had prevented competition. Microsoft's lawyer, Michael Lacovera, suggested that the Linux operating system provided competition. Linux is a variant on the UNIX operating system and is used mostly by computer servers. But Warren-Boulton dismissed it, saying Linux had not constrained Microsoft's prices. Kempin also raised concerns that Intel, which makes the chips that run most Microsoft Windows operating systems, could emerge as a competitor. He predicted that if Intel decided to go down that road, ''it will get ugly.'' Warren-Boulton agreed on the witness stand that Intel would be a special case. ''Intel could enter the operating system market and if the price of operating systems dropped, it could raise the price of the chips,'' said Warren-Boulton. ''It is a potentially dangerous entrant.'' << =============================================================== The last part sounds like the best freakin idea in a long time... When is Intel going to go "hardcore" on it??? What's a billion $$$ anyways to Intel?