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To: kash johal who wrote (37857)4/30/2001 2:00:26 PM
From: bacchus_iiRespond to of 275872
 
RE:"2. The only way for me to be REMOTELY wrong on this is where Intel is capacity limited.

Which they clearly are NOT right now."

I'm expecting Intel announcement of fab closing and big lay off.

I just bought Jun Intel put. Not expecting to much though.

Gottfried



To: kash johal who wrote (37857)4/30/2001 3:44:05 PM
From: AK2004Respond to of 275872
 
Kash
I guess John already commented on depreciation. Did intel loose money on p4 last quarter? The answer is most likely - no. Intel's regular profit margin is over 60%. Assuming that intel's depreciation is based of that and intel sold only half of the projected sales then the profit would be either same 60% or 10% depending on how depreciation is done.

as far as capacity then intel is loosing market share in a slow environment so draw your own conclusions
Regards
-Albert


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