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Politics : Formerly About Applied Materials

AMAT 324.98

+7.7%

10:22 AM EST

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To: Jacob Snyder who wrote (48023)	6/16/2001 6:06:35 PM
From: Proud_Infidel	Read Replies (1) of 70976

I see steadily eroding margins in MPUs. I am not sure where you are seeing this. Only 3 Q's ago, INTC was maintaining gross margins around the 62% level; I am not sure what their all-time high was, but that certainly can not be far from it. I am using the comparison of 3 Q's ago since everyone has suffered recently and comparisons using recent numbers would not be fair nor accurate. BK

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