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

To: Mary Cluney who wrote (76621)	3/17/1999 5:28:00 PM
From: Paul Engel	Respond to of 186894

Mary - Re: "Xeon chips will generate more revenue for Intel in 1999 than AMD will generate across all their product lines. " If Intel ships 2.5 million Pentium II Xeons, Pentium III Xeons and Cascades/Xeons (in total) this year, at an average ASP of $950 - which is LOW considering the ASPs of the big-cache Xeons - that would generate $2.375 BILLION in revenue. That gets Intel into the AMD total revenue ballpark - which was $2.35 Billion for all of 1998. So, I'd bet that you have a 90% chance of being correct judging by AMD's falling CPU ASPs. Of course, we needn't even mention the "profit" side of the issue, do we ? Paul