SI
SI
discoversearch

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: The Duke of URLĀ© who wrote (178627)7/14/2004 11:06:10 AM
From: robert b furman  Read Replies (1) | Respond to of 186894
 
Hi Duke,

The lure of 60% margins is very strong.

Does anyone know what Intels highest volume day was 125 million shares in an hour and a half is very substatial.

I wouldn't be surprised to see this thing bounce today.

What a whiplash washout if it does-The Fleecing of American and we watched it live.

Bob



To: The Duke of URLĀ© who wrote (178627)7/15/2004 2:23:49 AM
From: Amy J  Read Replies (2) | Respond to of 186894
 
Duke, RE: "the other Divisions could use the capacity in a heartbeat to make a profitable return on investment."

As you already know, not all of their chips are cpu's. It's well-known in the industry that non-cpu chips don't always easily fit into a rigid copy exact formula of the cpu world. So I'm not entirely convinced all other divisions can easily use Intel's fabs that are geared towards cpu's.

That being said, here's hoping demand in H2 is strong.

Regards,
Amy J