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

To: Paul Fiondella who wrote (37279)	10/22/1997 4:53:00 PM
From: gnuman	Read Replies (2) \| Respond to of 186894

Larry L, Paul F., re: Disti Intel makes lot's of money on disti sales, even with price protection. Anyone buying through distribution normally, (will I get a message from John on this?), expects to pay higher prices than OEM contract prices. Larry, when you say "even 10% is profitable, right?", you need to define whether it's gross or net. But I think it's a mute point. CPU margins at Intel are high, whether to OEM's or through disti. The question in the marketplace is "how high are they?" Fred Fahmy has already indicated that margins may come down to the 50% range, as I think Intel has projected. That's good enough for me, but may depress the stock for awhile. I recommend you quit throwing darts at each other.