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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: Earlie who wrote (43245)1/13/1999 8:45:00 PM
From: Merritt  Respond to of 132070
 
Earlie:

Thanks for your, as usual, informative reply.

At the risk of seeming naive, I just suspect there's something behind INTC's projecting an increase in gross margins. I can't help feeling that we're missing something...perhaps what Tim said about the profitability of the Xeon processors. And while I agree with you about the Internet being overblown, that doesn't necessarily mean that CEOs don't want a Web presence, just like XYZ company. Never underestimate the me-too-ism of the American businessman.<G> At any rate, I don't have any puts on INTC, nor am I long...and I think I'll stay that way.

Thanks, Merritt