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Technology Stocks : Intel Corporation (INTC)
INTC 37.81-4.3%Dec 12 9:30 AM EST
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To: dale_laroy who wrote (162911)3/25/2002 5:59:36 PM
From: wanna_bmw   of 186894
 
Dale, Re: "AMD does not say that Hammer will not reach 50% of sales until late 2004. AMD says that by late 2004 Hammer will account for more tha 50% of sales, which would be true if Hammer accounted for 90% of sales by late 2003... My guess is that the actual target is for Hammer to account for 80% of sales by mid-2004"

By that logic, AMD could have said that Hammer would account for more than 1% of sales in 2004, and still be technically correct. It's not enough, IMO, to say that "more than 50% of sales" can mean anything from 50% to 100%. Since the context of the quote was bravado, I don't see why they would aim conservatively.

They very well may get 80% of sales by mid-2004, but from the sound of the quote, it seemed like they were predicting little more than 50% by late-2004. At any rate, it's silly to scrutinize a single quote so much. I just thought it was interesting to note a mention of conservatism amongst the hype.

wbmw
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