Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Ali Chen who wrote (75460)	10/14/1999 12:20:00 AM
From: kash johal	Read Replies (3) of 1573231

Ali, Re: "Intels numbers" You may well be right about creative accounting. We know about the $400M stuff of disti in Q2. Unfortunately Q3 also had 4 acquisitions and there is ALWAYs a bunch of legitimate plus creative accounting when that occurs anyway. Having said that I don't hold the view that they are scamming the market. I just think they are playing the game by the rules and playing hard. IBM plays the stock buyback + creative accounting game much more agressively than Intel for example to make its earnings/share look reasonable. Overall it was a clearly a crummy quarter due to price erosion and the slip of camino coupled with the coppermine design and process slips. And this quarter they had great flash business as well as a couple of cents/share from dialogic/level one. So the real slip was more like 4-5 cents per share. I see this quarter as being a real challenge for Intel. And if any of the rumors of coppermine compatibility problems are true they could have a disastrous quarter. regards, Kash

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