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

To: GVTucker who wrote (178573)7/13/2004 3:17:34 PM
From: Joey Smith  Read Replies (2) | Respond to of 186894
 
I'll bet we'll here 2 major themes from Intel's report tonite:
1). Much of the revenue growth coming from overseas
2). Gross margin expansion due to move to 90mm and favorable depreciation accounting over the next 1.5 years.

Many of the analysts are calling for the low-end of seasonal guidance for Q3 (5-6%). If Intel can meet that, the stock should be o.k. Anyway, I wrote a bunch of Intel and AMD puts, so I'm putting my $ where my mouth is...
Joey


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