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


To: StockMan who wrote (41463)12/4/1997 5:40:00 PM
From: Jim McMannis  Respond to of 186894
 
Stockchild,
I agree with you 100% on that one...provided margins remain good.
Apparently your Analyst friends seem to be a little more worried about margins than you do.
Jim



To: StockMan who wrote (41463)12/4/1997 5:41:00 PM
From: williet  Read Replies (3) | Respond to of 186894
 
Stockman: usually once a company reports declining rev's it takes three to quarters to "WORK OUT THE KINKS" for most companies management. I purport that we are not dealing with just any companies management team, INTEL is one of the finest management teams on the face of the earth. I find it ludicrous to think that the coming quarter will not live up to the CC statement of October 14, and the guidance that will be given will sooth all analysists nerves and answer most questions. I still am questioning why Andy sold this huge amount of stock prior to the ramp up in 1998?
williet



To: StockMan who wrote (41463)12/4/1997 5:49:00 PM
From: Petz  Read Replies (1) | Respond to of 186894
 
Stockman, re:<Intel's margins haven't suffered significantly, has [sic] been in the range of 58-62%>
Intel has been saying for over a year that margins will come down to 50%, why don't you believe them, especially when you see it happening right in front of your very own eyes?

Petz