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Politics : Ask Michael Burke
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To: Skeeter Bug who wrote (73394)1/12/2000 8:47:00 PM
From: Fred Fahmy  Read Replies (1) of 132070
 
Skeete,

For the record, my revenue figures are from S&P. My EPS figures are from Zack's (which exclude acquisition charges last year). Had I used S&P's EPS figures the growth rate would have been even higher.

Look for INTC's margins to once again be solid if not stellar, given the pricing environment. And this is despite all the hype over $1.99 PC's, a weak server market, and the mighty AMD <g>. These are the same margins that were suppose to come crashing down 4 or 5 quarters ago.

Of course the argument will be made that Intel stuffed the channels. Yup, I heard Gateway got stuck with tons of inventory <gg>.

FF
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