Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

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

To: Road Walker who wrote (114107)	10/17/2000 6:34:26 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

John, it was upbeat although the caution word came in once or twice. Funny thing is that it seems like Andy is more confident about next year than Q4. Anyone else? Tony

To: Road Walker who wrote (114107)	10/17/2000 7:20:12 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

John, >Loved JJ from SSB, he sounded really pissed. Joe Osha also. He couldn't for the life of him understand how Intel could be talking gross margins where they are, in the 60s, with the P4 ramping up and therefore becoming a bigger factor. Big die and depreciation costs, yada yada yada. Bryant then said 'I don't know what your cost model is, but there are cost savings to be made, blah blah,' and I'm comfortable with the GMs we're talking for next year (still in the low 60s), in fact we think they can go up starting around Q301! Still say the quarter, the CC, and the forward looking words for Q4 and next year were better than I was expecting. Tony