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Technology Stocks : Intel Corporation (INTC)

INTC 35.83

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1:16 PM EST

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To: Dwight E. Karlsen who wrote (45384)	1/13/1998 11:27:00 PM
From: Fred Fahmy	Read Replies (1) of 186894

Dwight, <Regarding tonight's events, what I was shocked at was that Dan Niles, who is paid good money to be called an analyst, claimed tonight to be "shocked" that Intel's gross margins should be going down to 55%. Intel beat the drum on this point at last quarter's earnings. How is it possible that this so-called analyst didn't know about this?> I found this to be incredible when I read it?? Absolutely unbelievable!! Intel management has been telling analysts for the last 6 quarters that they see longer term margins returning to the historic 50 plus or minus a few percent level. Did Niles think Intel was joking?? Did he think margins would stay flat for a couple years and the one day suddenly drop to 50%?? You've got to be kidding. Oh well my view on analysts is summed up in the link below. exchange2000.com I don't know if Niles fall under category 1 or 2 but either way his comment today was pathetic. FF

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