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: AK2004 who wrote (114199)	10/17/2000 10:47:22 PM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Albert, re: "but if you are really interested then where is those high margins would come from, for example" Selling product that is inexpensive to make at high prices? John

To: AK2004 who wrote (114199)	10/17/2000 10:56:00 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

Albert, >but if you are really interested then where is those high margins would come from, for example Find something else to worry about. Margins are one thing I haven't seen Intel fail on yet. Bryant says there are many ways to save money. Part of the reason they beat (revised) earnings by 3¢ was "discretionary spending" was watched in Q3. Just a small example. Worry about AMD getting something to sell other than more Megahertz. Tony

To: AK2004 who wrote (114199)	10/17/2000 10:57:14 PM
From: Fred Fahmy	Read Replies (1) \| Respond to of 186894

Albert, <if you are really interested then where is those high margins would come from, for example > How 'bout product mix and process efficiency gains. Intel's rev and earnings guidance hasn't always been the greatest, but the GM guidance has historically been very accurate. BTW, this isn't the first time the analysts have challenged INTC's margin guidance. The fact is that in the face of repeated cries for downward pressure on margins by the "experts" for years, margins remain at the high end of their historic range. Remember how "cheap" PC's and competition from AMD were suppose to destroy margins....apparently the analysts are still asking "how can they do that"<GG>. FF