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Technology Stocks : Intel Corporation (INTC)
INTC 40.13-0.5%3:03 PM EST
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To: Scumbria who wrote (81604)5/26/1999 1:30:00 PM
From: John Hull  Read Replies (2) of 186894
 
S-re:"April retail sales numbers show K6-II #1, Celeron #2, and PII/PIII a distant #3. Intel has maintained decent ASP's because of the huge price tag on Xeon. Take Xeon away, and Intel's CPU margins are not looking too good by traditional standards.

I don't see how I was wrong."

You are wrong. Intel told you two years ago that we saw long term margins at 50% + or - a few points. Well they're at 59%. If you understood the market segmentation and lived outside U.S. Retail data for a minute or two, you would understand that with or without Xeon, Intel is doing a pretty impressive job of managing its business. Believe me, even without Xeon, Intel's CPU margins are doing quite nicely by "traditional standards".

regards,
jh
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