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 34.32-1.2%3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Harry Landsiedel who wrote (80070)4/26/1999 12:51:00 PM
From: L. Adam Latham  Read Replies (1) of 186894
 
Harry:

Re: "It is also not clear to me how high margin this business will be as a stand alone service. (kash)" It's not clear to me either. This makes me nervous too.

This is my guessing only, but perhaps this may contribute to Intel's gross margin guidance for 1999 of 57%. With H1 tending towards 59%, this guidance would suggest an expectation of H2 GM% of 55% +/- few points.

Adam - my opinion only, not Intel's
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext