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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Earlie who wrote (73464)	1/13/2000 2:24:00 PM
From: Roads End	Read Replies (1) \| Respond to of 132070

Earlie, I am one of those MIS types in a Fortune 500 company and no truer words have ever been spoken. You are dead right. <<MIS types control those budgets and I have never seen more unanimity than the current view which is "Are you kidding?, I just finished upgrading the whole darned shop for Y2K. I'm in coast mode until new apps appear. Besides, we don't have the budgets even if I wanted to.">> Steve

To: Earlie who wrote (73464)	1/13/2000 8:57:00 PM
From: Fred Fahmy	Read Replies (2) \| Respond to of 132070

Earlie: <I'm still trying to figure out the basis for your comment that Intel's margins are excellent. They are shrinking, and that is a fact.> Here are Intel's gross margins for the past 2 years: 98Q1=54.2% 98Q2=48.9% 98Q3=52.6% 98Q4=58.3% 99Q1=58.9% 99Q2=58.9% 99Q3=58.7% 99Q4=61.3% (very strong as I predicted) The excellent margins seen in 1999 are despite the notion held by some that low end PC's are taking over the world <g> and that the ongoing PC price wars were going to kill Intel's margins. The bears have been calling for gross margin to drop sharply for the last two years. To even my surprise, margins have actually increased towards the high end of their historic range. Isn't it amazing that margins ended the year at 60% and revenue grew 12% over last year despite your belief that the PC industry's revenue is declining sharply and is ruled by low end PC's?? To grow revenue 12% in the PC environment you have been describing over the last 12 months is nothing short of miraculous...of course many people don't agree with your assessment of the PC's industry's woes <g>. FF