Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 40.03

-1.3%

Dec 1 3:59 PM EST

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To: Amy J who wrote (168153)	7/14/2002 12:19:56 AM
From: NITT	Read Replies (1) of 186894

Hi Amy, I was talking about the chipset, motherboard, software, and system work that Intel chooses to do in order to keep the market moving forward with their latest chips. On your margin question, it's simple... Volume, ASP, and cost impact margin. I think Intel said they got hit with ASP when they had the % of Celeron volume grow (It grew because Intel choose to not continue the market share losses, and in fact I think they are getting some back). In addition volume has not been growing much if at all. I think Intel's actual manufacturing cost is going down, but they need volume and/or ASP to grow also to see a benefit. I'm hoping that both volume and ASP start heading up again. If volume and ASP do not look like they are picking up fast enough, I would expect Intel to look at cost (can you say headcount) as a near term fix. If it get's that bad for Intel, I would assume that flow of red over in Sunnyvale would call for some drastic measures over there. Nitt

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