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 : COMS & the Ghost of USRX w/ other STUFF -- Ignore unavailable to you. Want to Upgrade?

To: Scrapps who wrote (8691)	11/6/1997 2:42:00 AM
From: Dwight E. Karlsen	Respond to of 22053

Intel is using the Asian economic situation as a scapegoat for some reason. I follow INTC fairly closely (considering I don't own it). They have said for a couple quarters now that they expect their profit margins to eventually drift from current low 60%s to 50%. Also the PII has lower profit margin because they buy the slot-1 packaging for the PII. Margins on the chips themselves are holding up just fine, according to INTC. There's no doubt that the ASP of chips is coming down, like practically everyone has said. So that's definitely a current problem, and probably the reason they forecast slightly up sales for this current qtr. I can't really imagine they would fabricate sales info, in re Asia though. JMO. DK

To: Scrapps who wrote (8691)	11/6/1997 8:24:00 AM
From: jhild	Read Replies (1) \| Respond to of 22053

You know Scrapps, I agree with your thought about using Asian shortfall as a scapegoat, whether or not INTC is or not. I have been expecting that lots of companies may start using Asia/Hong Kong as a whipping boy for all sorts of sales lapses. My cynical side is always prepared to believe that management will palm poor performance off on externals and not take responsibility. Here comes a great opportunity to start sweeping stuff under the Asian mat. Not sure, but was Motel 6 just 6 dollars a night?

To: Scrapps who wrote (8691)	11/6/1997 10:11:00 AM
From: Jeffery E. Forrest	Read Replies (1) \| Respond to of 22053

It all makes me wonder what the real problem is/are. I was watching the CEO of National Semi yesterday and wondering the same thing. I think INTC is eating it much worse than we thought in the $1000 box market. I see where they just started offering a stripped down Pentium II for that market as well. At first they wouldn't really even acknowledge there WAS a market for that type of chip. Did you see the NSM guy? Made me wanna go right out and buy a bunch.