Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 34.50

+2.6%

Nov 21 3:59 PM EST

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To: KeepItSimple who wrote (85606)	7/14/1999 6:48:00 AM
From: amic	Read Replies (2) of 186894

The days of 800 dollar mainstream CPUs are over, along with the obscene profit margins that drove Intel to these lofty market cap heights Well KIS, time to wake up. 1) $800 mainstream CPU is indeed over, Intel know that. As a matter of fact, they know it better than anyone else. 2) Intel margins tend to increase these days because they pursue aggressive cost control, not decrease. 60% planned for Q3, sounds lovely to me. Who is surprised here that Q2 has been a tough one? Not anyone who follows the company and the industry seriously. Plus remember. They haven't figured out how exactly yet, but Intel's top management vision is that CPUs will only account for half on Intel's business in the mid term (2005 or so). Just look at the number of acquisitions they have made recently, and think about how much cash they have to buy further. Then just imagine they have the same success in these new businesses as they have in CPUs. I have no reason to doubt they will. And you are still wondering why we are bullish?

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