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.
Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Clarksterh who wrote (32802)10/13/1999 6:08:00 AM
From: robert b furman  Read Replies (1) | Respond to of 70976
 
Actually Barrett said that shipments surprised Intel at new record levels.

The rub came in with lower margins which were the result of the .18 micron chip being delayed from introduction in 3rd Q to the end of this month.

These guys are far ahead of their competition but it still takes time to commercial quality new tech.

Interestingly enough the new .18 will be faster and have higher margins.

I think that is the HUGE significance for investors in the capital equipment stocks. The constant improvement of manufacturing techniques is the only sure way of maintaining historical margins (for chip makers ).This gives great credibility that the future for equip companies is healthy with: .18 migration,300mm wafers,and new substrates.JMHO

Bob



To: Clarksterh who wrote (32802)10/13/1999 9:36:00 AM
From: Proud_Infidel  Read Replies (1) | Respond to of 70976
 
Clark,

INTC's CC said demand for PC's is very strong. Their (relatively) poor numbers came from the failure to ramp high end chips to volume. I feel much better after hearing end-user demand remains strong across all geographies.

BK


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News