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

To: James R. Barrett who wrote (74767)	2/27/1999 5:27:00 PM
From: John F. Dowd	Read Replies (2) \| Respond to of 186894

James Barrett: And what are AMD's gross margins? How long can they keep losing $? JFD

To: James R. Barrett who wrote (74767)	2/27/1999 6:05:00 PM
From: t2	Read Replies (1) \| Respond to of 186894

INTC has lost its status as a monopoly. MSFT is the only monopoly left. Shhhhh. Microsoft is not a monopoly. Just a great business franchise. The same applies to INTEL. That is why they will easily ride out the current tech wreck caused by the PC makers.

To: James R. Barrett who wrote (74767)	2/27/1999 7:23:00 PM
From: L. Adam Latham	Respond to of 186894

Jim: Re: ...everything you said is true but the fact remains that INTC's gross margins have fallen dramatically in the past three years. Um...I think you better check your facts before spewing misinformation like this. Here's the truth regarding gross margin percentages: 1995 GM=52% 1996 GM=56% 1997 GM=60% 1998 GM=54% 1999 GM=57% +/- few points per Intel guidance in 1998 Q4 earnings release Adam

To: James R. Barrett who wrote (74767)	2/27/1999 8:08:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

James - Re: " Fred, everything you said is true but the fact remains that INTC's gross margins have fallen dramatically in the past three years. " Now you are back to talking like a COMPLETE FOOL ! Do you know what Intel's MARGINS were 3 years ago? Did you bother to look them up ? Of course you didn't - you just blast out your idiotic crap. Clue: From Intel's Q4 1995 quarter - exactly 3 years ago (in earnings reports): "Gross margin was 48 percent versus 52 percent in the third quarter. " Do you know what Intel's GROSS margins were last quarter, in Q4 1998? Of COURSE YOU DON'T ! They were 58%. That's 10 points HIGHER THAN 3 YEARS AGO ! So, wise guy, - how did Intel's Gross Margins fall dramatically when they INCREASED by 10% ? Any more idiotic crap you want to throw around to reinforce what a fool you are? Paul

To: James R. Barrett who wrote (74767)	2/28/1999 7:50:00 PM
From: nihil	Read Replies (1) \| Respond to of 186894

It isn't sales that count it's gross margins ... Ho hum. Do we have to go through this again? New York bricklayers have great wage rates and wonderful gross margins, but, unfortunately, no one builds in brick! Gross margins don't matter a cross-eyed damn (except to some Intel workers who are paid bonuses based on them) so I'll add "to me!" as a stockholder of Intel. What matters to me is long-term EPS, which ultimately leans on long-term Gross Margin Dollars. (Sales x Gross Margin percentage). Watch your language! Competition comes and goes. In a draggy old business like mpu's you have to struggle just to stay alive. How much longer will idiots put money into new cats and dogs to get crushed by Intel? Intel's doing fine. It must be patient until all the monkeys go broke and blow away. Maybe then, generously, it may buy up the wreckage (failing company doctrine) unless the government (or some foreign government like China) picks up the pieces (very dumb but maybe worth a try.) Anyone in a highly profitable firm like Intel in a long-term business which worries about short-term movements is not keeping its eye on the ball. Hang around a while. It's just getting good.