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To: Tony Viola who wrote (163915)4/16/2002 4:50:14 PM
From: wanna_bmw  Read Replies (1) | Respond to of 186894
 
Tony, Re: "Gross margin percentage in the second quarter is expected to be 53 percent, plus or minus a couple of points, versus 51.3 percent in the first quarter."

Athlon performance must be killin' them! <ggg>

What is Intel to do?? ;-)

wbmw



To: Tony Viola who wrote (163915)4/16/2002 4:59:53 PM
From: wanna_bmw  Respond to of 186894
 
Tony, did you see this line?

"Gross margin percentage in the first quarter was 51.3 percent, including the impact of a $155 million charge to cost of sales as a result of the Intergraph agreement. Excluding this charge, the gross margin percentage would have been 53.6 percent, higher than the revised expectation, primarily due to a higher ASP and better-than-expected factory performance."

So much for the so-called "problems" that the 'Droids theorized that Intel was having at .13u, eh?

wbmw