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URL:  https://boards.fool.com/intel-q199-vs-amd-natl-semi-10765942.aspx

Subject:  Intel Q199 vs AMD & Natl. Semi Date:  4/13/1999  11:27 PM
Author:  TMFVerve Number:  2295 of 8329

Intel's Q1 looked very, very good from a Rule-Making investor's point of view. You won't hear this message from the main stream media tomorrow, but this company is kicking some serious arse.

Check out the numbers versus AMD and National Semi (parent corp of Cyrix):
Financial Analysis    Company Being Evaluated                   Competitor #1   Competitor #2  Competitor #3

Intel AMD NSM <Fill in Name>
Current Period Year-ago PeriodYear-over-Year Current Period Current Period Current Period
Q1 1999 Q1 1998 Growth FY 1998 (12/98) Qtr ended 2/28/ <Date>
Income Statement . . .
Sales 7,103 6,001 18.4% 2,542 500
Cost of Goods S 2,912 2,749 5.9% 1,719 345
Net Income 1,999 1,273 57.0% (104) (27)
Shares Outstand 3,478 3,549 -2.0%

Balance Sheet . . .
Cash & Equivale 10,589 7,626 38.9% 697 563
Current Assets 16,449 13,475 22.1% 1,562 1,125
Short-term Debt 182 159 14.5% 6 43
Current Liabili 6,216 5,804 7.1% 841 730
Long-term Debt 699 702 -0.4% 1,372 444
1 1 Competitors
Margins & Ratios . . .
Gross Margins 59.0% 54.2% 4.8 32.4% 31.0% 31.7%
Net Margins 28.1% 21.2% 6.9 -4.1% -5.4% -4.7%
Cash-to-Debt 12.02 8.86 35.7% 0.51 1.15 0.68
Net Cash 9708.0 6765.0 43.5% -681.0 75.4 -302.8
Fool Flow Ratio 0.97 1.04 -6.3% 1.04 0.82 0.93



Ranking Rule Makers

1) Brand Points (0-1) 3) Financial Dire Points (0-3)
Familiarity 1 Sales Growth 3
Openness 1 Gross Margins 3
Optimism 1 Net Margins 3
Legitimacy 1 Shares Outstandin 3
Inevitability 1 Cash-to-Debt 2
Solitariness 1 Fool Flow Ratio 2
Humor 1 Expansion Potenti 3
Subtotal 7 Subtotal 19

2) Financial Loca Points (0-2) 4) Monopoly Statu Points (0-4)
Mass Market Habit 0 Gross Margins 4
Gross Margins 1 Net Margins 4
Net Margins 2 Net Cash 4
Cash-to-Debt 2 Fool Flow Ratio 2
Fool Flow Ratio 2 Convenience 4
Your Interest 2 Subtotal 18
Subtotal 9
5) Your Enjoyment 1

Total Score 54 TopTier!


-Matt

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