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

To: Jules B. Garfunkel who wrote (55712)	5/16/1998 8:47:00 PM
From: puborectalis	Respond to of 186894

PMK should stick to the ECM industry and leave Intel to the long term investors .I don't think the management of any of the ECM companies whether JBL,FLEXF,etc can compare with Grove and Compamy!

To: Jules B. Garfunkel who wrote (55712)	5/17/1998 1:17:00 AM
From: Barry Grossman	Read Replies (2) \| Respond to of 186894

Jules: << What I did hear about two years ago, and repeated several time thereafter, is that GPM's would trend down to 50 % + or - a couple of points. The statement, I believe, if I remember correctly, was made in the context that as Intel entered new business opportunities they could not hope to maintain the same high margins that they have enjoyed in the past>> I heard the same thing you did. We discussed the reasons why the trend down would occur here at the time. My memory is just as good as yours on this point. Revisionist conference calls are pure garbage - just like revisionist history. Barry