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Technology Stocks : Semi Equipment Analysis

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From: Elroy	4/24/2020 1:12:14 AM
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What do people make of this comment from Intel? Gross margin for the quarter was 62%, beating expectations due to strong flow-through of higher platform revenue, partly offset by reserves associated with our memory business Memory (for Intel, I guess that is NAND) had a negative affect on gross margins in the Q. Why would that happen? Ideas? Q1 seemed like a strong Q for NAND memory sales.

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