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 : LSI Corporation -- Ignore unavailable to you. Want to Upgrade?


To: shane forbes who wrote (19377)7/20/1999 4:33:00 PM
From: Tony Viola  Read Replies (1) | Respond to of 25814
 
Shane,

if they are successful watch Intel's
margins once again start falling - a good thing.


Intel got their margins back up to about as high as they get with them by working hard at yield improvement and price cutting, without layoffs. This during a serious price war with AMD, rather than during a period when they had no competition. So, why is falling margins for Intel a good thing? Do you have something against a company executing well?

Tony



To: shane forbes who wrote (19377)7/20/1999 8:51:00 PM
From: Ram Seetharaman  Read Replies (1) | Respond to of 25814
 
AMD is in trouble - if they don't straighten out - they will be deep in the water, rather than floating!