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

To: Paul Engel who wrote (44059)	1/5/1998 11:13:00 PM
From: VICTORIA GATE, MD	Read Replies (1) \| Respond to of 186894

Paul Engel Some people may find hard to understand earning can go up without to growth revenues and margins . vg

To: Paul Engel who wrote (44059)	1/5/1998 11:38:00 PM
From: Mo Chips	Read Replies (2) \| Respond to of 186894

<<Intel's stated goal is to expand margin dollars = PROFITS - and not necessarily gross margin.>> If GM% is falling at the same time as ASP, then in order to inc. GM$ you need a lot more unit sales. Given Asia at 25% of rev and probably lower unit sales, this means even more unit sales in US and Europe. I think unit sales may be growing, but not enough to offset 1) lower GM% 2) lower ASP 3) lower unit sales in ASIA. This makes inreased profits, in my opinion, less likely. Now go ahead, I've given you a bone, insult away.... Mo