Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: MythMan who wrote (214520)	1/14/2003 4:24:20 PM
From: Bid Buster	Respond to of 436258

At least they'll start reporting acquisition costs in the future

To: MythMan who wrote (214520)	1/14/2003 4:26:30 PM
From: patron_anejo_por_favor	Read Replies (4) \| Respond to of 436258

<<To da moon>> Nah, guidance was sucky...and cap ex projections look weak, so they'll take down the Semi Equipment supermodels. FWIW, they're trading up a whopping .02 AH as we speak.... Continuing uncertainty in global economic conditions makes it particularly difficult to predict product demand and other related matters. Revenue in the first quarter is expected to be between $6.5 billion and $7.0 billion. Gross margin percentage in the first quarter is expected to be 50 percent, plus or minus a couple of points, as compared to 51.6 percent in the fourth quarter of 2002. Intel's gross margin percentage varies primarily with revenue levels, product mix and pricing, changes in unit costs, capacity utilization, and timing of factory ramps and associated costs. Gross margin percentage for 2003 is expected to be approximately 51 percent, plus or minus a few points, as compared to 50 percent in 2002. Expenses (R&D, excluding in-process R&D, plus MG&A) in the first quarter are expected to be between $2.0 billion and $2.1 billion, as compared to $2.1 billion in the fourth quarter of 2002. Expenses, particularly certain marketing- and compensation-related expenses, vary depending on the level of revenue and profits. R&D spending for 2003, excluding in-process R&D, is expected to be approximately $4.0 billion, flat with 2002. Capital spending for 2003 is expected to be between $3.5 billion and $3.9 billion, as compared to $4.7 billion in 2002. Intel's semiconductor equipment spending is being primarily targeted at 300-mm wafer production, which is providing the company with greater capital efficiency and lower manufacturing costs.