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To: Dwight E. Karlsen who wrote (45402)1/14/1998 1:11:00 AM
From: Sonny McWilliams  Respond to of 186894
 
DK. Intel said in their last conf.call that gross margins will evtl. be going to around 50 % give or take a few points. So going to around 55% next qtr. is a pleasant surprise also. Actually it being at 59% this time WAS the surprise.

I guess that's what you call educated reporters!!! I really do believe that Intel should tell those reporters and analysts to pay a little closer attention to the conf. calls and then remember them.

Sonny



To: Dwight E. Karlsen who wrote (45402)1/14/1998 7:13:00 AM
From: Fred Fahmy  Respond to of 186894
 
Dwight,

Here is a link to last year's 4Q earnings announcement (i.e. 12 months ago):

<http://www.intel.com/pressroom/archive/releases/cn011497.htm>

Gross margin percentage in the first quarter of 1997 is expected to be flat to down from 63 percent in the fourth quarter. Intel's gross margin expectation for 1997 is 60 percent plus or minus a few points. The company still believes that over the long-term the gross margin percentage will be 50 percent plus or minus a few points.

The company was "still" giving this guidance a year ago. In addition, management has repeated this guidance at every single conference call since that time. What is it with these moron analysts??

BTW, note how accurate Intel's full year margin projections were for 1997. I assume that their forecast for 1998 of around 55% will also be very close.

Good luck to all,

FF




To: Dwight E. Karlsen who wrote (45402)1/14/1998 1:32:00 PM
From: John Hull  Read Replies (1) | Respond to of 186894
 
Dwight: Intel has been saying for some time now, that they expect that in the LONG-Term, margins may be in the 50% +/- area. The 55% + or - was a full-year 1998 guidance item.

I can't comment on what Dan's expectations were. I know Dan pretty well and find this quote a little out of style for him. Not sure of the context inwhich he said it.

Regards,
John Hull


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