Intel Corporation (INTC) 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.

Technology Stocks : Intel Corporation (INTC)

INTC 35.62

-0.9%

10:57 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Harry Landsiedel who wrote (88678)	9/23/1999 8:24:00 AM
From: JDN	Read Replies (1) of 186894

Dear Harry: However, Intel's focus (properly so IMHO) has always been on Gross Margin Dollars not "%". They figure 5% of something is better than 100% of nothing. Yes, that is true SO LONG as the other revenue $$ are also increasing. If it should turn out that the future revenue increases of INTC are coming from a lower margin business the stock will be assigned a lower PE I would think. Also, I hope that INTC will not be irritating their other customers by becoming somewhat of a competitor. If so, they might as well just become a completely integrated box maker themselves. An INTEL computer would likely have the strongest brand recognition of any of them. JDN

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next