Judy,
INTC has been losing its margins due to what?
It has been a bit of time, I will try to find it, but saw an article talking about how the Co is slipping and is really being hurt due to price dropping..
INTC could have BTO you know.. it is quite difficult to keep, and INTC is losing margins, that has to be due to somthing.. DELL last Q lost a very very small percentage in its margins, while all the others lost leaps and bounds.
So I guess my point is this.. if a Co has BTO, no matter what the market conditions, the margins are intact. INTC doesnt have that.
They have the process of making chips that ADM and others cant at prices that they cant, but revenues are slowing, and if they had a pure BTO, they would not be having to lower estimates and lose margins, and they are having R&D problems, that is considered process problems.
And as for a drop in stock price, I think you are correct, since last fall INTC has back peddled, to me that is too long to hold.. Same with MU and TXN... all are lower than last fall. |
