Intel Corporation (INTC) Message Board

STOCKTALK

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 50.59

+4.9%

Feb 6 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Road Walker who wrote (5016)	11/8/1996 9:55:00 PM
From: exhon2004	of 186894

John: I will go back and check the actual dow jones news story. But my point was that the potential for gross margin % increase to outperform revenue increase is real. I base this on the following: - No price cut > 8/1/96, Except nominal ppro price cut. - Fab lines running at absolutely maximum production. This increases gross margin % as you only need to cover fixed costs once. - Continuing shift of mix to higher margin products. - Historically production costs drop, (rather dramatically) over time on new, (Ppro), products. IMHO, barring an unexpected drop in orders later in the qtr, their gross margins and resulting profits for the 4th qtr will be nothing short of obscene, perhaps > 2.00/share. Best Regards Greg Gimelli

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next