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To: daniel dsouza who wrote (37583)10/24/1997 11:35:00 PM
From: Elmer  Read Replies (1) | Respond to of 186894
 
<I am very skeptical of Intel's reasons. Everyone knows, the zero segment PCs, hit Intel's earnings, not Flash memory slump. >

Daniel, how is it that everyone knows this and I missed it. How
do they know? Where did they get their information? Why would a
company posting $1.57 Billion in earnings need to make phoney
excuses?

EP



To: daniel dsouza who wrote (37583)10/25/1997 2:02:00 AM
From: Jeff  Respond to of 186894
 
Daniel, RE: delay in fab opening.
I think "everyone knows" that flash is jelly-bean business and
a lot of big DRAM makers jumped in. Everybody's margins tanked.
I believe that Intel is going to lock up the zero segment CPU market
by using those depreciated flash fabs to make VERY low cost CPUs.
It is a good time to get out of a low-margin business.
Judging by past performance, I would have to conclude that Intel
knows a little something about profits and they don't mislead investors.
- Jeff



To: daniel dsouza who wrote (37583)10/25/1997 5:41:00 AM
From: Fred Fahmy  Respond to of 186894
 
daniel,

<Everyone knows, the zero segment PCs, hit Intel's earnings, not Flash memory slump.>

How do you get this crap? CPU margins were firm in Q3. Intel's high end business grew faster than their Segment 0 business. Flash memory prices/margins were down.

Oh I forgot, "everyone knows" that everything that Intel said in the Q3 conference call was a lie. It's all one big conspiracy.

FF



To: daniel dsouza who wrote (37583)10/27/1997 1:25:00 PM
From: Aaron Cooperband  Respond to of 186894
 
Daniel -

Re: "if they did come out with the truth"

That is quite an accusation. If Intel were actually lying, that would make them liable for all losses incurred by investors acting on that lie. Given the market's recent turmoil, this could be quite a lot of money. Intel's management isn't so stupid as to put them in that position.

I think you should be more careful about making unfounded accusations.

Aaron


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