SI
SI
discoversearch

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 35.53-1.1%Nov 14 3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Duker who wrote (64311)9/10/1998 5:35:00 PM
From: Duker  Read Replies (1) of 186894
 
What was consensus? $.73?
My model spits out $.83.

The gross margin guidance is cryptic as usual. If the one time expenses ["Included in the expectation for gross margin in the third quarter of 1998 are write-offs..."] are factored-in, you get even more impressive numbers...instead of 51% Gross Margins...it could be closer to 52%...that would assume only $65mm in additional write-offs.

Really interesting. This is a big deal...throughout tech land.

--Duker
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext