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

To: robert b furman who wrote (178595)	7/13/2004 6:59:58 PM
From: robert b furman	Respond to of 186894

Andy Bryant says season drop in microprocessors came in exactly as expected (down 4%)(He was just on Bullseye. Excess inventory is the result of higher than expected yields from the fabs. It will take the rest of the year to work off inventory. Shut down the number of wafer starts in June(reacted too late to higher than expected yields). Margins will be hurt as they discount microprocessors but flash was up 40% and motherboards were a record(all lower margin products showing high growth and thusly lower overall margins. Bad news is lower margins. Good news is more revenue and bottomline profits. High yields from a 300mm fab is a high class worry to have.GG I'm not panicing on this one. Bob No indication of slowdown in distribution channels - more sale of chipsets this quarter than the last.