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.

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

To: GVTucker who wrote (176530)	1/14/2004 4:31:25 PM
From: The Duke of URL©	Respond to of 186894

>>Gross margin percentage for 2004 is expected to be approximately 62 percent, plus or minus a few points, as compared to 57 percent in 2003. ... ** The gross margin percentage for the fourth quarter was 63.6 percent, higher than the company's revised expectation of 62 percent, plus or minus a point primarily due to higher revenue. The gross margin percentage was higher than 58.2 percent in the third quarter primarily due to higher revenue, as well as higher inventory as the company's Prescott processor qualified for shipment, and lower unit and start-up costs.

To: GVTucker who wrote (176530)	1/14/2004 4:38:40 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 186894

I think they missed on GAAP. The .33 includes the .09 right? GAAP exp were .25 edit- I have two conflicting sources as to what was included in the .33, I will post on this later (running out of time in this window). Perhaps the street is also confused accounting for the AH weakness. If the .33 includes all write downs it is a great number.