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To: Catcher who wrote (108864)	9/23/2000 10:13:59 AM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 164684

>> so you think it is plausible that revenues can shrivel for the company that produces 90% of the chips that go into pc's but the problem will remain confined to intc? << Actually yes. Intel stock takes these dives and stays there for a long time while their customers prosper. For a really radical example of how suppliers suffer while a customers get super rich look at disk drive companies. They are at death's door while their customers (EMC, NTAP) are flying euphorically at all-time highs. For the box makers the issue is unit counts. It is irrelevant how little profit Intel makes on the processors. Did Intel say their unit volume was down in Europe or anywhere ? And is the sum of AMD+INTC unit volume up in mid-teens from a year ago ? I think the answers to these questions are more helpful than knowing Intel's exact gross margin. The latter is very important to INTC speculators, but hardly anyone else.