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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Joseph S. Lione who wrote (55001)	4/9/1999 5:09:00 PM
From: Cirruslvr	Read Replies (2) \| Respond to of 1572130

Deja-vu? Compaq warns, halted after hours. Dell and Intel down about $3 after hours, per CNBC. This same thing happened earlier this Q. Once again, the tech sector's strength falls directly on Intel's shoulders. If Intel doesn't beat expectations next week the Nasdaq will easily fall from its highs of this week. The good thing is that Intel usually comes through...

To: Joseph S. Lione who wrote (55001)	4/9/1999 6:34:00 PM
From: Scumbria	Read Replies (2) \| Respond to of 1572130

Joe, Intel's manufacturing costs are elusive. The massive overhead of the company make raw material calculations somewhat meaningless. If the only considerations are wafer material, fab depreciation, labor, packaging, test and shipping- Intel can probably make the case that Celerons are profitable. The truth is that Intel has huge amounts of overhead that need to be factored into an honest calculation of their product costs. Design, marketing, support, employee stock options, buildings, computers, etc. are not cheap. Scumbria