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Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Paul Shread who wrote (17965)9/6/2001 5:17:54 PM
From: The Freep  Read Replies (2) | Respond to of 52237
 
Honestly, Paul, I think Intel can do more good by saying little than by saying a lot. I'm assuming, of course, that there's no banner good news for them to say. But if they were to speak of bad news, or to announce lower Capex for next year, the market would not like it. But an absence of bad coupled with the stability of their forecast might at least offer some reprieve from the selling.

the freep, who's wondering what MSFT news will come out at 9:58 EST tomorrow and goose the market.



To: Paul Shread who wrote (17965)9/6/2001 5:59:46 PM
From: DukeCrow  Read Replies (1) | Respond to of 52237
 
<< the $100 million tax benefit should have boosted margins but didn't - the price war with AMD showing its effect? >>

If Intel gave guidance on its profit margins, then you would be correct. However, Intel gives guidance on its gross margins, and gross margins aren't affected by taxes.


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