Formerly About Applied Materials Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials

AMAT 306.24

-0.3%

1:38 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Big Bucks who wrote (8805)	10/17/1997 3:08:00 PM
From: Darin	of 70976

BB: I would hardly say that INTC is not doing well.. Much to the contrary. What many people fail to see that INTC made 88 cents even with drastic price cuts where as AMD and CYRX can't make peanuts. This quarter, flash memory contributed to 2 points of gross margin deterioration or about 4 cents of the shortfall at INTC... mix this with product transition that wasn't executed quite as well as it should have been (ie, releasing Tillamook with tons of 166MMX chips in the channel) and we see the result. Unit shipments hit an all time high. Pricing is a problem, but I think the worse of it is behind us, as far as MPUs go. As for equipment demand... There has been much evidence to the contrary. The fact that UICC cannot find fab space in Taiwan for its customer after the fire tells me that fab capacity is tight. Darin

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next