Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Duker who wrote (64311)	9/10/1998 5:08:00 PM
From: Stephen	Read Replies (1) \| Respond to of 186894

A few afterhours trades going off around 83 (+ & -).

To: Duker who wrote (64311)	9/10/1998 5:35:00 PM
From: Duker	Read Replies (1) \| Respond to of 186894

What was consensus? $.73? My model spits out $.83. The gross margin guidance is cryptic as usual. If the one time expenses ["Included in the expectation for gross margin in the third quarter of 1998 are write-offs..."] are factored-in, you get even more impressive numbers...instead of 51% Gross Margins...it could be closer to 52%...that would assume only $65mm in additional write-offs. Really interesting. This is a big deal...throughout tech land. --Duker