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Technology Stocks : Intel Corporation (INTC)
INTC 36.20+0.1%Dec 26 3:59 PM EST
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To: Yousef who wrote (164935)5/6/2002 11:58:08 AM
From: wanna_bmw  Read Replies (2) of 186894
 
Yousef, Dan3 obviously hasn't noticed, but have you?

Intel is raising their desktop ASPs slowly but surely with their high end processors. .13u manufacturing hasn't ramped fully, but I bet there will be 6-8M Northwood CPUs sold this quarter, and twice as many next quarter. By then, Northwood will be comprise a more significant portion of Intel's overall CPU sales, so I would expect GMs to be much better by the end of the year, especially if they can maintain the lead that they are currently enjoying.

wbmw
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