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To: wanna_bmw who wrote (155532)1/15/2002 5:17:03 PM
From: Joseph Pareti  Respond to of 186894
 
>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?

that's exactly how Andy B. guided the market the last Q.

Unfortunately the lemmings that listened to Kurlak once upon a time keep listening to merril flynch TODAY.



To: wanna_bmw who wrote (155532)1/15/2002 5:20:45 PM
From: Tony Viola  Respond to of 186894
 
wbmw,

"** 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?


You got it.

** Gross margin percentage in the fourth quarter of 2001 is expected to be 47 percent, plus or minus a couple of points, versus 46 percent in the third quarter. Gross margin percentage varies primarily with revenue levels, product mix, product pricing, changes in unit costs, capacity utilization, and the timing of factory ramps and associated costs.

Tony