Ask Michael Burke Message Board

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.

Politics : Ask Michael Burke

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Knighty Tin who wrote (64323)	7/10/1999 6:14:00 PM
From: Joan Osland Graffius	Read Replies (3) of 132070

MB, >>4. He sees a big drop in sequential sales for Intel, with a million fewer parts and ASP off about 4%. The internet investments and the year over year comparisons will cover the obvious trend. The $800 million or so plunge in revenues per quarter since December will be the largest in Intel history. This monopoly must have some competition.<ggg> On the serious side of the equation, I have an electrical engineering advisor that believes Intel has not developed a crack manufacturing process technology group. This makes some sense because if a company is a monopoly in their business area this process is not required to be the "best that they can be". I saw evidence of this in the last few years with product push-outs, delayed deliveries and quality problems. It is my opinion that their margins should be expanding instead of contracting if they were real experts in this area. If this conjecture is correct Intel will have to pay attention to this area or the world is going to get more difficult very fast. Joan

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next