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To: heatsinker2 who wrote (48529)	7/20/2001 3:36:26 PM
From: chomolungma	Read Replies (1) \| Respond to of 275872

But this gross margin put out by Intel is an utter fantasy. They are predicting a gross margin of 47% for Q3 and 49% for the full year. This is very close to the gross margin for 2000. Your numbers are wrong. Intel's gross margin in 2000 was 62.5%

To: heatsinker2 who wrote (48529)	7/20/2001 4:49:17 PM
From: andreas_wonisch	Respond to of 275872

Heatsinker, Re: But this gross margin put out by Intel is an utter fantasy. That's your opinion. And it's hard to find either evidence for or against it if you can't look into Intel's books. But I don't think it's possible to manipulate gross margins over an extended period of time. So far I'd rather take Intel's (or AMD's) word on financial data than speculate about something I have very limited data points on. As an investor I can mainly look on the market situation, future developments and the company's execution. Andreas