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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: combjelly who wrote (17865)	11/6/2000 10:33:02 AM
From: Tony Viola	Read Replies (1) \| Respond to of 275872

combjelly, >"Intel has a string of 56 consecutive profitable quarters." >>And if they keep cutting prices like they have been doing for the past month or so without introducing significant numbers of higher margined product, that statement will likely be changed to "Intel has been profitable 57 of the last 58 quarters..." Intel surprised quite a few people on the webcast last week by saying that, not only do the expect their GMs to stay in the 63% range, but they could even go higher about Q3 next year. For quite a few CCs in 98 and 99, they said that, long term, they expected GMs to be in the 50% range. That's way long gone history now. Maybe AMD competition is good for Intel's GMs? Tony