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

To: GVTucker who wrote (178728)	7/19/2004 3:56:44 AM
From: Amy J	Read Replies (1) \| Respond to of 186894

GV, RE: "but they clearly gave analysts the implication that higher margins were sustainable." One point to add on this. I'd rather see them managing their business (revenue & profits) than GMs. After looking at this more, GMs down by 2% while revenue up'ed by 2.5%, that's a net that's basically the same. GMs shouldn't come at the cost of what really matters - market, then earnings. Regards, Amy J