Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 34.50

+2.6%

Nov 21 9:30 AM EST

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To: Road Walker who wrote (41974)	12/11/1997 1:56:00 PM
From: Charles Skeen	Read Replies (2) of 186894

Re: <<<I'm not sure where you are getting your information about bad product mix. . .>>> No information -- just a rather obvious inference drawn from the news and comments on this board about the sub-$1000 (OK, sub-$1500) computer and the major chunk of the market that it has attained. Two months ago, there were those on this board still in a state of denial that such a thing could exist. Now it is denial about profit margins for this and coming quarters. Some here still talk about 60% gross margins, but those days are over for now (JMHO). And don't tell me they will make it up with volume! Charlie. P.S. Not trying to panic anyone here -- these are just my inferences. But I am pretty fully invested at this point (no INTC)-- mostly in IRA's, or I would be short. Long-term investors in cash accounts can hang in for the eventual recovery. Those on margin on INTC have a problem to work out of, and they have to figure out the best strategy to do so.

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