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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: L. Adam Latham who wrote (75221)	10/12/1999 5:29:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1574098

<I don't know about ASPs, but gross margin in Q3 was 59%, same as Q2. However, Q3 gross margin percentage wasn't "up slightly", as was predicted in the Q2 business outlook.> Let's see: - Falling PIII ASPs as indicated by pricewatchitdrop.com - Margins lower than forecasted. Revenues per expectations. So, how much is 2+2, again?

To: L. Adam Latham who wrote (75221)	10/12/1999 5:39:00 PM
From: tejek	Read Replies (1) \| Respond to of 1574098

RE <<<I don't know about ASPs, but gross margin in Q3 was 59%, same as Q2. However, Q3 gross margin percentage wasn't "up slightly", as was predicted in the Q2 business outlook.>>> I have not seen the nos. but CNBC says that intc has reported Q3 margins lower than Q2 (they just repeated that highlight) but they expect margins to go back up in Q4. I guess it's possible that CNBC is mistaken. CNBC also just said they feel that margins are down due to lower ASPs. Frankly it makes sense that if margins are down, they are down due to lower ASPs. ted