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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: tejek who wrote (125044)	1/16/2001 4:41:20 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Ted, revenues were up 6% vs. the year ago quarter, flat vs. Q4-00. Tony Ed. Here's why the said GMs will be down: ** Gross margin percentage in the first quarter of 2001 is expected to be 58 percent, plus or minus a couple of points, down from 63 percent in the fourth quarter primarily due to lower revenue.

To: tejek who wrote (125044)	1/16/2001 4:41:58 PM
From: Gary Ng	Read Replies (2) \| Respond to of 186894

tejek, Re: Given all the gloom and doom, I was surprised that revenues were up 6% sequentially this quarter; I was expecting them to be flat. that is comparing to 1999, it downs(well mere 30M) comparing with last Q. BTW, they said record shipment of MPUs in this Q. Would that mean what JJ mentioned of borrowed from Peter to pay for John ? gary

To: tejek who wrote (125044)	1/16/2001 4:53:55 PM
From: Road Walker	Read Replies (2) \| Respond to of 186894

Ted, Mary was pushing for conservative guidance so that intel could easily beat expectations. On the GM's. As revenues decline, gross margins go down with them because of fixed costs. That, and i'm sure Intel's see's a more competitive market, more processor's chasing fewer PC's. The strangest thing for me, is their lack of visibility. Intel has always sounded confident in their guidance, now they have all sorts of disclaimers. It sounds like they don't know what the blank is going to happen in the next three months. The other thing is the cap ex. Impressive. Good or bad, only time will tell. John