Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 38.16

+2.5%

Nov 7 9:30 AM EST

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To: Process Boy who wrote (97909)	1/31/2000 2:52:00 PM
From: Gary Kao	Read Replies (1) of 186894

PB: thanks for the URL...while it does relieve my anxiety a bit, I am still concerned that while a new standard is evolving in a business that Intel is deep into, Intel appears not to be at present participating in the highest echelon of the standard- and decision-making (and therefore the highest potential of profits). What about profit margins? I don't know Intel's margins on flash...but while Sandisk's profit margin is <10%, I am willing to hazard a guess that Intel's StrongArm and flash margins are probably not much better than that. Also, remember that 6.7% of a multi-billion dollar industry may still add up to many tens of millions of profits. While this will still be a fraction of the profits from CPU's, those added pennies per share may be incremental and help Intel achieve "record profits". Feedback? Thanks in advance, Gary

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