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.

Politics : The Left Wing Porch -- Ignore unavailable to you. Want to Upgrade?

To: DOUG H who wrote (309)	12/7/2000 3:34:51 PM
From: Daniel Schuh	Read Replies (1) \| Respond to of 6089

Doug, I don't really know what Intel's revenue streams look like going forward. But it doesn't look like there's any sector they're going to dominate in the near term like they do PC microprocessors. In sectors where there's competition, Intel's traditional fat margins are somewhat harder to come by. The other thing to remember about Intel's big capital expenditures is that a lot of it was a reaction to a capacity crunch this year. Plus, the P4 has a 2-3x bigger die than the Piii, which also affects their pnear term production capacity somewhat. The scary thing about the PC sector is that MSFT looks as sick as anybody, and Microsoft doesn't have any margin pressure at all. Cheers, Dan.