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Re: Zeev Hed post# 160851

Tuesday, 10/14/2003 4:52:08 PM

Tuesday, October 14, 2003 4:52:08 PM

Post# of 704041
You were right Zeev

That's a stupendous quarter. I don't think those margins last though. Do you? I think we're still in that period where INTC is making do with less on the expense side than is sustainable, and with TMTA intoducing a new chipset for laptops and AMD ready roll, I would expect the pressures on margins to begin in by the quarter after next.

Not sure I'd call up 20 cents in AH "flying" though.

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