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


To: gbh who wrote (43974)1/20/1999 9:36:00 AM
From: yard_man  Respond to of 132070
 
INTC has turned the corner alright ...

IM simply missed estimates. -- I guess that means it doesn't matter what happens to margins going forward.

Growth was not good, unless you consider any increase in sales to be good -- I'll look up the numbers. IM is not a bit player as you suggest -- if I remember right, they have more sales than DELL.

You want to dismiss OMX -- fine. They aren't cutting prices because they are dumb -- they are cutting prices for the same reason everyone else is: To move inventory that was built up for the last quarter that didn't sell.

Come back in 3 months and tell me how great things are.