Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 38.44

+0.7%

Nov 10 3:59 PM EST

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To: John F. Dowd who wrote (92737)	11/17/1999 5:26:00 PM
From: John F. Dowd	Read Replies (3) of 186894

To All: As I remember the .18 process has a much better yield and better gross margins than prior chips. So how can increased margins plus extraordinary demand result in a negative investment posture regarding INTC? Can someone explain the"logic" in today's nearly 2 point loss? Oddly MOT is up even thought they are stopped out with respect to the manufacture of phones because they cannot get enough third party displays. I mean what's going on? MOT should be down and INTC should be up as NOKIA has plenty of capacity to fill the gap where as AMD is flat out already.JFD

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