Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: FJB who wrote (239046)	8/18/2007 4:56:35 PM
From: wbmw	Respond to of 275872

Re: Intel failed to meet their guidance for gross margin just this previous quarter. No, they failed to meet the midpoint of their guidance, which is what the analysts expected. They did in fact meet inside of their range, which is the point of giving a range in the first place. They blamed it on price competition in the low end, something they hopefully won't have to worry about, now that Pentium 2000 series and Celeron 400 series have ramped.

To: FJB who wrote (239046)	8/18/2007 8:04:04 PM
From: Ritz	Read Replies (1) \| Respond to of 275872

Intel failed to meet their guidance for gross margin just this previous quarter. The quote from the Q1 CC was: "Our expectation for gross margin percentage in the second quarter is 48%, plus or minus a couple of points." seekingalpha.com The actual GM was 46.95%. I think it's fair to say that 1.05% is well within the stated range of "a couple of points". If you want to talk about failing to meet Gross Margin guidance, I would think a more relevant example would be AMD's Analyst day guidance from last December when they stated in their 2007 guidance that their target GM was 50% plus or minus 2 points. Now THAT is gonna be a miss. amd.com