SI
SI
discoversearch

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.
Technology Stocks : Intel Corporation (INTC)
INTC 34.32-1.2%Nov 18 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Paul Engel who wrote (44059)1/5/1998 11:38:00 PM
From: Mo Chips  Read Replies (2) of 186894
 
<<Intel's stated goal is to expand margin dollars = PROFITS - and not necessarily gross margin.>>

If GM% is falling at the same time as ASP, then in order to inc. GM$ you need a lot more unit sales. Given Asia at 25% of rev and probably lower unit sales, this means even more unit sales in US and Europe. I think unit sales may be growing, but not enough to offset 1) lower GM% 2) lower ASP 3) lower unit sales in ASIA.

This makes inreased profits, in my opinion, less likely.

Now go ahead, I've given you a bone, insult away....

Mo
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News