COMS & the Ghost of USRX w/ other STUFF Message Board

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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF

COMS 0.00400

+185.7%

Dec 5 9:30 AM EST

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To: Scrapps who wrote (8691)	11/6/1997 2:42:00 AM
From: Dwight E. Karlsen	of 22053

Intel is using the Asian economic situation as a scapegoat for some reason. I follow INTC fairly closely (considering I don't own it). They have said for a couple quarters now that they expect their profit margins to eventually drift from current low 60%s to 50%. Also the PII has lower profit margin because they buy the slot-1 packaging for the PII. Margins on the chips themselves are holding up just fine, according to INTC. There's no doubt that the ASP of chips is coming down, like practically everyone has said. So that's definitely a current problem, and probably the reason they forecast slightly up sales for this current qtr. I can't really imagine they would fabricate sales info, in re Asia though. JMO. DK

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