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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: JDN who wrote (96242)	1/14/2000 10:05:00 AM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

JDN, There were 288 posts on this thread since I last visited it so I couldnt read them all. Wanted to ask you this--Did I hear correctly that INTC is forecasting 61% GROSS MARGIN for 2,000?? If so, INCREDIBLE. That's right, in fact, one of the analysts on the CC tried to talk Andy Bryant into predicting a HIGHER number than that. The analyst's reasoning was the strong demand going forward and Intel's very low inventories (even Intel said they'd be more comfy with a little higher inventory). Andy responded by saying that the new products (net, wireless, comm) were growing very fast (>50% YOY run rate), but had lower margins than, like Pentium IIIs. Then, Andy said he was quite happy at 61%. Me too. Tony