INTC Message Board - Msg: 1035012

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : INTC

INTC 43.75

+0.6%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Bernard Newman who wrote (96)	3/20/1997 10:23:00 PM
From: Slide Rule	of 990

Bernie, As long as they stay SOLD OUT on hi-margin hi-volume stuff, earnings should stay at current levels. This is the ideal situation for raking in the profits and laughing all the way to the bank. Doesn't last forever, tho (but it's great while it does). If the SOLD OUT goes away as new fabs come on-line, earnings will stay up or maybe grow as overall volume can now go up (assuming premier product status remains in place). However, if SOLD OUT goes away due to lower sales volume, because of: - strong competition taking away top-dollar customers, or - economy tanks, prompting cutbacks in PC upgrade cycle, or - competitor comes in with capacity and "good enuf" chips Then earnings will quickly fall -- which is trouble. SO -- any persective on when Intel stops being SOLD OUT, and why???

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next