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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: BWAC who wrote (15543)	6/3/2004 4:32:00 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95383

Intel narrows forecast to upper end of range Thursday June 3, 4:19 pm ET biz.yahoo.com SAN FRANCISCO, June 3 (Reuters) - Intel Corp. (NasdaqNM:INTC - News), the world's largest microchip maker, on Thursday narrowed the range of its quarterly revenue forecast to the upper end, citing better-than-expected performance in its communications business. Intel said it now expected revenue of $8.0 billion to $8.2 billion, with a gross profit margin of between 60 percent to 61 percent. In April, Intel forecast quarterly revenue in the range of $7.6 billion to $8.2 billion, and gross margins of about 60 percent. Simply a function of supply and demand. Demand is high enough at the top of the cycle for DELL to be able to raise prices and avoid throwing in as many freebies to make sales. RtS

To: BWAC who wrote (15543)	6/4/2004 10:25:55 AM
From: Kirk ©	Read Replies (1) \| Respond to of 95383

I think I found the answer to why the more advanced laptops have not fallen in price. Overall, prices have remained relatively steady, said Merrill Lynch analyst Joe Osha in a recent research report. For the three most expensive chips, prices have declined only 4 percent in 2004, compared to drops of 22 percent and 36 percent in the previous two years. biz.yahoo.com I bought mine in late December when Dell might have been trying to clean out inventory to make better numbers as I got a pretty nice set of free upgrades and a $50 rebate. Now perhaps we have Intel not seeing competition on its PentiumM and Centrino chips? I also have the 128Meg video card in my laptop and I have not seen those advertised much. Perhaps there is a capacity problem with those? Finally, I think the LCD monitors that come with notebooks are still in short supply, especially the very high resolution one I got (1900x1200) to go with the video card. I bet there were many like me waiting to upgrade our desktop PCs that ran multiple monitors with a notebook that was powerful enough to take on the road and do all we wanted but still worked well as a desktop replacement at home. It will be interesting to see if this upgrade cycle is long and slow thus making for the extended cycle we've been talking about for some time yet the analysts seem to think is peaking out now, rather than just getting started. Kirk