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Politics : Formerly About Advanced Micro Devices

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To: RDM who wrote (71406)9/9/1999 12:36:00 AM
From: Charles R   of 1575173
 
RDM,

<In fact, Intel could pre-announce that its third-quarter business is better than expected, said David Wu, an analyst at ABN Amro.>

Now, pretty much every analyst has said this and I still have a problem believing it. PIII ASPs are in pretty bad and a quick check around shows that most of the volume is still under 500MHz speed grade. I see very stable (and up from last Q) Celeron pricing but I have a problem seeing much if any upsides to this quarter (the sorry state of affairs on the motherboard side does not help).

Looking forward to seeing the actual results.

Chuck
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