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: Amy J who wrote (124255)	1/5/2001 10:48:03 AM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Amy, >If your one-data point extrapolation to the entire retail base is correct, this may not bode well for Intel's Q4 earnings (assuming laptop chip margins are thinner than PC desktop chip margins). Laptop chips may be thinner than desktop chips, but I think the margins are better for the laptop ones. Someone correct me if I'm wrong. Tony

To: Amy J who wrote (124255)	1/5/2001 11:30:03 AM
From: semiconeng	Respond to of 186894

If your one-data point extrapolation to the entire retail base is correct, this may not bode well for Intel's Q4 earnings (assuming laptop chip margins are thinner than PC desktop chip margins). ---Yes, ASSUMING that. Fortunately, mobile chip margins are about the same as desktop chip margins. They cost about the same to make. The point is, Laptop sales are growing, desktop sales are flat. We have PLENTY of Mobile chips available, all anybody wants. If your extrapolation is correct, then let's hope Intel hastily pulled out some magic to reduce cogs in the face of (your implied, not Intel implied) unexpectedly sharp, accelerating product shift to laptops. ---Since Laptops top out @ 800MHz P3/Celeron/Geyservile, which intel has plenty of, No magic is required. Your post would also imply Paul O's projection on market dynamics was inaccurate. Regards, Amy J Allot of things change in 2 months, and I would expect that Paul O. gets his laptop dynamic sales data from laptop manufacturers buying orders. You say "Innacurate", I say "Outdated". "Dynamic" IS the key word. 2 month old presentations, are not dynamic. Semi