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Technology Stocks : INTEL TRADER -- Ignore unavailable to you. Want to Upgrade?

To: Chris who wrote (4635)	11/14/1998 11:57:00 AM
From: AurumRabosa	Respond to of 11051

Andy Bryant, Intel's CFO, "The average selling price on Intel's chips has stayed relatively flat for the past five quarters but expenses for labor, product materials, and plant investment have gone up. As a result, gross margins have declined by nine percentage points." Gross margins down 9% allegedly only due to rising costs and flat pricing. Why is pricing flat? Because INTC lost 8-9% market share in last year and will loose another 8-9% market share in the coming year and is getting their clock cleaned at the low cost CPU end with no viable means to compete there and serious competition at the top end. CPUs are rapidly becoming a commodity chip and INTC will never again command the growth potential of years past.

To: Chris who wrote (4635)	11/14/1998 12:13:00 PM
From: smolejv@gmx.net	Respond to of 11051

Re silicon: this is a pretty specific (German-oriented) question. Still: Wacker-Chemie is one of the biggest, if not the biggest Si-crystal/wafer supplier worldwide. Sits downtown in Munich (among other places I guess). Still I have not yet found out how to jump on that train. They seem not to be publicly traded, there's no usual information/PR stream from them. Very very strange - well, there's privately owned companies around too, but not of that size. And I guess Wacker are in as much need of capital as anybody else out there in the market. So, if there's some knowledge here among the users of their product (g) lemme know. dj