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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: FJB who wrote (32231)	4/29/1998 1:19:00 AM
From: Time Traveler	Read Replies (1) \| Respond to of 1572537

So, Intel's Q1'98 gross margin is 56% including a one-time acquisition charge. Why is it not over 55% gross for Q1'98? Time Traveler Ps. I misjudged this character and am very disappointed.

To: FJB who wrote (32231)	4/30/1998 1:26:00 AM
From: greg nus	Read Replies (1) \| Respond to of 1572537

Robert G. Celeron will be the princial factor in reducing Intel marigns far beyond the contributions of componet parts of the slot 1 card. Intel plan is to make it up in volume! a stratgdy which has the best chance of working in a brisky expanding market. Recently published delclining growth projectins from Dataquest and increased competive presures from AMD and NSM will be the countervailing forces working against the sucess of the plan. I just read a report indicating the currency devaluations in Asia have droped the asset value of Semicondutor plants in half. Conceivably if large multi fab companies like Intel may be faced by the Accounts to take a hugh asset write down to reflect the world price for a FAB. Were this to happen Intel could be forced to take a devestating writedown to an already overvalued stockprice. We should ask Paul to estimate what writing off half of Intel fabs would do to the stock, but I doubt he has the mental energy to work such a problem.