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Politics : Formerly About Advanced Micro Devices

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To: Elmer who wrote (25302)	10/24/1997 10:23:00 PM
From: James Yu	Read Replies (2) of 1575994

Elmer, Re: Wintness Intel's earnings "disppointment" due solely to weakness in flash. Are you so naive to belive what Intel said? Do you want to listen to what analysts said? "I strongly suspect it had more to do with pricing pressure in their Pentium market..." Broucher said that, given Intel's estimate of the damage the decline had on its flash memory business and gross margins, the company would be doing about $400 million in flash memory business a quarter(6.4% total qtr business). "I'm skeptical that Intel's flash memory business is that large," he said. "It may be more like a couple hundred million(3.2% total qtr business) in revenues a quarter." Intel dose not break out its flash memory business from its overall revenues. C.B. Lee, an analyst with Hancock Equity Service, said Intel's revenues likely felt pressure from price cuts on its older Pentium classics. Anyone comments? Best Wishes James

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