Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 42.49

-5.7%

3:59 PM EST

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To: Paul Fiondella who wrote (37279)	10/22/1997 4:53:00 PM
From: gnuman	Read Replies (2) of 186894

Larry L, Paul F., re: Disti Intel makes lot's of money on disti sales, even with price protection. Anyone buying through distribution normally, (will I get a message from John on this?), expects to pay higher prices than OEM contract prices. Larry, when you say "even 10% is profitable, right?", you need to define whether it's gross or net. But I think it's a mute point. CPU margins at Intel are high, whether to OEM's or through disti. The question in the marketplace is "how high are they?" Fred Fahmy has already indicated that margins may come down to the 50% range, as I think Intel has projected. That's good enough for me, but may depress the stock for awhile. I recommend you quit throwing darts at each other.

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