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wthdik2

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wthdik2

Re: This Causes an Error post# 131046

Tuesday, 03/04/2014 11:57:18 AM

Tuesday, March 04, 2014 11:57:18 AM

Post# of 151692

You think any company can survive in this space on less than 70%+ margins?



just saying..those kind of margins attract alot of attention..both from your customer base and potential competitors. I haven't studied the server chip market...so I don't know what kind of moat INTC has (I suspect it's pretty good)...but they may want to consider bringing down the margins on their own before it is forced upon them...
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