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Technology Stocks : Intel Corporation (INTC)
INTC 35.10+2.3%3:59 PM EST
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To: Mo Chips who wrote (44070)1/6/1998 9:28:00 AM
From: Mary Cluney  Read Replies (1) of 186894
 
Mo,>>>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.<<<

Please don't take this as an insult. It is only an observation - an opinion.

Somehow, I don't think you really mean it when you say that it is only an opinion. I get the feeling you are stating these things as fact - especially from someone that does not have that much experience. It is the attitude that I sense.

FWIW, I think your opinions are worth discussing.

Regards,

Mary Cluney

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