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Politics : Formerly About Advanced Micro Devices
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To: Process Boy who wrote (78962)11/8/1999 12:11:00 PM
From: tejek  Read Replies (1) of 1572969
 
RE <<<Barrret has already gone out on a limb and stipulated that Intel will have a record breaking Q4 w.r.t. revenues. If the Intel fabs were having problems, I'm fairly certain he would not have said this so early in the Q.>>>

PB,I am sorry, I can't buy into this projection even if Barrett said it. Wasn't Barrett the one who predicted in July a better second half, or at least sanctioned his subordinates to say so? Wasn't it Barrett who introduced the Itanic chip a year ahead of when it will be available in order to keep the Street's focus off its shortcomings? Wasn't it Barrett who moved the cumine's launch up in an effort to steal AMD's thunder when, in fact, the chip was not ready for shipment?

You all have accused the AMD longs of following Sanders every word....well you all treat Barrett as if he were a God, and intc and he were infallible. Sorry to disappoint you. And no, I don't believe intc will produce cumine in volume this quarter just because he says it. SHOW ME THE MONEY!!! or the proof is what's on the stores shelves, just like it was for the Athlon.



RE <<<Actually, if PC demand is strong, AMD and Intel both may have decent Q4 results. The way the respective stocks seem to be moving in tandem, this seems to be what the market expects.>>>

And intc and AMD are not moving in tandem; AMD is up right now and intc is down. At this time the motivation behind each stock's moves is very different.

ted
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