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


To: Tony Viola who wrote (155529)1/15/2002 5:06:33 PM
From: wanna_bmw  Read Replies (2) | Respond to of 186894
 
Tony, Re: "** Gross margin percentage in the fourth quarter was 51.3 percent, higher than the revised expectation primarily because of higher than expected microprocessor units and lower than expected manufacturing spending."

That's actually quite a bit higher than previous expectations! Wasn't Intel still guiding gross margins at 47% +/- 1-2% at the mid-quarter update?

wbmw



To: Tony Viola who wrote (155529)1/15/2002 5:06:52 PM
From: Jim McMannis  Read Replies (2) | Respond to of 186894
 
RE:"Average selling prices of microprocessors were down slightly from the third quarter primarily due to increased sales of Pentium III processors for the Microsoft* Xbox* design."

Well what do you know, I was right, the X-Box chips dragged down the margins.

So does that mean they included them in the CPU numbers?
If so, good. That will fool the analysts into thinking Intel increased market share more than they really did.

Jim



To: Tony Viola who wrote (155529)1/15/2002 6:25:56 PM
From: SilentZ  Read Replies (1) | Respond to of 186894
 
>** Average selling prices of microprocessors were down slightly from the third quarter primarily due to increased sales of Pentium III processors for the Microsoft* Xbox* design.

Think they'll use that in market share #s?

-Z