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To: Fred Fahmy who wrote (45388)1/14/1998 12:46:00 AM
From: Dwight E. Karlsen  Read Replies (1) | Respond to of 186894
 
"Intel has said for almost two years now that they do expect margins of their overall business to decline back to the traditional 50% level from the recent 60% level due to the addition of new lower margin businesses.".......Oct 19, 1997, Fred Fahmy.

Message 2488122

Yet BA Robertson Stephens (whose business it is to follow these things) is "shocked" by this "news" on Jan 13th 1998, according to their analyst Dan Niles. I think Mr. Niles should start taking his medication again. You start skipping days thinking you don't need it anymore, and look what happens.