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Technology Stocks : Intel Corporation (INTC)
INTC 40.56+10.3%12:59 PM EST
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To: Road Walker who wrote (103000)4/28/2000 2:25:00 PM
From: Barry Grossman  Read Replies (3) of 186894
 
John,

Peck's comments always seem self-serving to me. Bias, bias....bias!

As I mentioned, I didn't see the first half of the conference so I never even heard the comm stuff he's highlighted but what I did hear was balanced comments re Intel's strategic positioning.

Re Intel's aggressiveness on pricing: As we have heard, Intel has said that they will not be supply constrained in 2Q00 and we have also heard that we are at 50% .18 midyear and 90% .18 by year-end. Consequently, unit costs will be coming down big-time this year and I can foresee that Intel will be maintaining or increasing market share with aggressive pricing. Will this hurt Intel's margins? I think we have already heard from Intel on that front as they reiterated their guidance of 61% for the year just a few weeks ago. They know full well what they are going to do and have built that into their guidance. Of coarse, the media and will not see it that way. They will focus on the "price war" to come and how it "may have an effect on margins later this year." I believe I heard Carl Q, a young CNBC reporter, refer to this "analysis" twice in the last two days. Never would he try to balance such comments with lower unit cost reasoning.

Rant over.

Barry
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