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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Ilaine who wrote (37071)	11/20/1998 4:45:00 PM
From: Timothy Liu	Read Replies (1) \| Respond to of 132070

CobaltBlue, These are ML (Tom Kurlak's) version of 'facts'. They are not even facts, they are predictions. Given the historic bad blood between Intel and TK I took it with a big grain of salt. BTW, even before they raise the estimate yet again, First Call put Intel at 1.05 for the coming quarter and the earning very close to 1.9B. Tim

To: Ilaine who wrote (37071)	11/20/1998 4:54:00 PM
From: Mary Cluney	Read Replies (2) \| Respond to of 132070

CB,>>> "facts are stupid things."<g><<< You should tell that to Tom Kurlak who wrote that report. Using his unit estimates, he has MPU Revenue at $19,474M. But if you do the arithmetic on Xeons: 1Q 2Q 3Q 4Q Total Xeon 1.0 1.2 1.8 2.3 6.2 Xeons sell for $1500-$3000 each. Using $2000 ASP on Xeons that comes to $12,400M. If you do the arithmetic $19,474 12,400 ======= Leaving $ 7,074 Leaving 49.7M PII's, 46.9 Celeron, and 4.6 Pro (according to Kurlak's) model. No matter what (realistic) pricing model you want - the numbers will not add up. Putting it another way, suggest any friendly (or otherwise) wager you care to come up with, and I will bet that Kurlak's 1999 numbers will be beaten (and beaten by a wide margin). Regards, Mary