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To: DRBES who wrote (44980)6/23/2001 5:09:25 PM
From: niceguy767Respond to of 275872
 
DRBES:

"re: "in fact, INTC red ink in q2 has an outside chance of occurring)"

Nonsense...inteL always can find a none semiconductor item to sell to pump up its bottom line...and the ANALysts seem to love it."

Last time I looked, the non-semi reserve fund (i.e capital gains pool) looked awfully depleted...With INTC margins having sunk from 63% in q4 to 52% in q1 and probably 46% in q2, I'm just not convinced that INTC has enough bandaids left in the non-semi box to cover the growing number of lesions!!!