Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 50.57

+4.8%

3:59 PM EST

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To: Mark Brophy who wrote (4335)	10/16/1996 8:44:00 PM
From: Tiley	of 186894

Mark, Re: Intel's margins - I would guess it is due to a combination of several factors: - Higher yields and better mix on Pentiums - safe to say Intel produced and sold more 200MHz than they earlier estimated - Lower Cost - CPUs higher percentage of the overall sales - Pentium Pros contributing significantly and cost coming down. Note that the Pentium-Pro production ramp is supposed to be the fastest in Intel's history. Actually this would probably be the best news for INTC stockholders. There is significant sales growth ahead on P-Pros in both desktops and servers and someday in notebooks too and ample scope of cost reduction with Klamath and following versions, As to the actual sales numbers, we can only hope to see it following Intel's analyst meeting in November if Prop211 is defeated, Best Wishes, MJ

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