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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?


To: GVTucker who wrote (152111)12/11/2001 7:41:50 PM
From: Road Walker  Read Replies (2) | Respond to of 186894
 
GV,

re: "And nobody has of yet cited a source. Or even stated a source... From my perspective, it's still a rather open question."

From my perspective, it's a minor issue, if it's an issue at all. X-box processors are a small percentage of Intel processors, low end, volume spec business. My guess is they have a small GM profit, a tiny gross margin dollars profit. If it turns out they have a tiny gross margin loss, no big deal. (Except to the Droids who need every penny they can get, and who think Intel is the Great Satan).

There are some Intel businesses that a losing very real, significant dollars every quarter. That's where you look for Intel's Achilles heel. X-box is nothing.

John



To: GVTucker who wrote (152111)12/11/2001 10:59:54 PM
From: SilentZ  Respond to of 186894
 
GV-

My thoughts exactly...

-Z (in the middle of finishing his stupid AMD presentation)

>It appeared to me that several responded. Paul directly contradicted Jim.

>And nobody has of yet cited a source. Or even stated a source. Elmer just hinted that Paul might have some double secret source that nobody could find out about.

>From my perspective, it's still a rather open question.