Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 35.53

-1.1%

Nov 14 9:30 AM EST

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To: kash johal who wrote (89928)	10/12/1999 6:58:00 PM
From: John F. Dowd	Read Replies (1) of 186894

kash: Thanks for the view point. After hearing the cc it seems that they were surprised by the cost of ramping up the .18 technology but that it has paid off by the fact that they have been pleasantly surprised by the operations margins with this technology. I guess they will have a better mix of products going out the door as far as ASP is concerned going forward. The problems with the XEON boards/820 and other glitches were momentarily disruptive as far as their gross margins were concerned. I think they look pretty good for the next qrtr. and we should see a rebound tomorrow. It is odd that the shares hit 79 and traded off to 76 b4 the close which seems to indicate that there were leaks prior to the release of earnings. JFD

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