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wbmw

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Re: SmallPops post# 12374

Friday, 07/02/2004 8:05:46 PM

Friday, July 02, 2004 8:05:46 PM

Post# of 151706
Smallpops, Re: So if Intel says 60 plus or minus a few points you are holding.

I said that I would hold if they guide towards 62%, not 60% +/- 2%. I believe the Q1 CC guided towards a 62% GM for the year, and since the year is backend loaded, I would expect at least 62% going forward. Not that I would recommend selling if it is 60%; rather, I would change my opinion from recommending a hold to not recommending anything at all.
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