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To: gnuman who wrote (53218)4/14/1998 11:06:00 PM
From: Uriel Yepes  Read Replies (1) | Respond to of 186894
 
biz.yahoo.com



To: gnuman who wrote (53218)4/14/1998 11:15:00 PM
From: TTOSBT  Respond to of 186894
 
Gene, Re: >"C/Net article on Intel news.com;

The last sentence says it all:

"But as for the second quarter, Lee described the situation as a "bottoming-out" for Intel."

Thanks

TTOSBT



To: gnuman who wrote (53218)4/15/1998 12:11:00 AM
From: Sonny McWilliams  Respond to of 186894
 
Re: Intel article. There will be steady gross margin erosion until it stabilizes around 51. By Analyst Kumar.

I just love it when those analysts are sooooo smart. I dreamed a while back that Intel said that margins would evtl. go to 50% give or take a few points. No wonder Kumar thinks Intel is no buy. ;)

Sonny