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Politics : Formerly About Advanced Micro Devices

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To: fyo who wrote (64061)7/2/1999 7:40:00 PM
From: Gary Ng  Read Replies (2) of 1577095
 
fyo, Re: I am most definitely not the right person to ask on this subject.

I just want to get a clue(or your estimate) how badly Celeron
has been cutting into PII/PIII. I know that cost AMD
some 2M+ units.

>Clearly, numerous others on this thread would be able to
>provide a much better guesstimate.
Surprisingly, there isn't that many. Everyone is saying Celeron
is hurting Intel's PII/PIII sales but none ever give an estimate
on the impact to Intel's revenue.

>wasn't there an Intel CC recently, where it was stated that
>earnings would be in the lower range of estimates
I don't recall one.

Gary
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