Formerly About Advanced Micro Devices Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Yougang Xiao who wrote (65170)	7/14/1999 1:28:00 AM
From: Charles R	Read Replies (1) of 1578531

Yougang, <If they only expect a "slight up" Q3, with large increase of PIII volume, I would anticipate Intel to cut PIII price substantially in Q3 to make sense out of their guidance.> My take is that the guidance means that PII revenues will switch over to PIII. Margin wise, it doesn't make too much sense for Intel to bring PIII prices too close to Celeron. The Celeron cat is out of the bag. I don't see PIII taking over Celeron sales. The most recent Compaq Celeron design win is on their business systems (should have been PIII) and this, IMHO, is one example of Celeron growing faster than other chips. Given that a lot of sell-side analysts have to cover their arses, I expect Q3 EPS forecasts to be a touch rosy at the beginning and I think that Q3 EPS estimates will go down as the quarter progresses. Chuck

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next