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SmallPops

07/02/04 6:06 PM

#12374 RE: wbmw #12373

wbmw,
So if Intel says 60 plus or minus a few points you are holding.
Centrino continues to do great so I don't see how it could be
bad. Does any have anymore info about the downgrade?

Thanks,
Smallpops
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upc

07/02/04 6:27 PM

#12375 RE: wbmw #12373

Thank you.

upc
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chipguy

07/02/04 7:43 PM

#12376 RE: wbmw #12373

If Intel announces that GMs will hold at 62% or better, then I would hold, too.

Holy sheep dip, its hard pleasing some people. GMs in
the 62% range is about as good as Intel has ever done,
historically speaking. I'd only be concerned if they fell
below 50%.