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To: Tenchusatsu who wrote (125010)1/16/2001 1:41:34 PM
From: Gary Ng  Read Replies (1) | Respond to of 186894
 
Ten, Re: Besides, despite the larger manufacturing costs, I'll bet P4 still has higher gross margins than P3. Osha should know this as well, but of course, why should logic get in the way of being an analyst

I believe he made that statement under the assumption that P4 will be sold at the price of the current top line PIII which means there will be no gain in selling price but the cost increases.

gary



To: Tenchusatsu who wrote (125010)1/16/2001 3:14:45 PM
From: Paul Engel  Respond to of 186894
 
Ten - Re: "Osha should know this as well, but of course, why should logic get in the way of being an analyst?"

I think it is common to assume that Osha - as a high profile analyst - understands Intel and the semiconductor CPU business.

This is wrong.

He doesn't.

And his predecessor at Merrill - Tom Kurlak - proved this time and again.

Paul


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