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To: Tony Viola who wrote (125058)1/16/2001 5:04:11 PM
From: GVTucker  Read Replies (2) | Respond to of 186894
 
Tony, RE: 58 looks like a big drop, but in reality,
it's probably better than, say, a 5 or even a 3 year average.

Just to give a number to that:

                GM%
1995         51.8
1996         56.0
1997         60.3
1998         53.8
1999         58.8
2000         62.5



To: Tony Viola who wrote (125058)1/16/2001 6:11:48 PM
From: tejek  Read Replies (1) | Respond to of 186894
 
Ted, GMs just got into the low 60s, which means they just got out of the high 50s. Up until about a year ago, Intel kept saying at every CC that long term, their GMs would be around 50%. 58 looks like a big drop, but in reality, it's probably better than, say, a 5 or even a 3 year average.

Tony,

Thanks.....I thought the GMs had in the 60's for a while.

Looks like a rally tomorrow if AH is any indication....and I am tech light. :~((

ted


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