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Politics : Formerly About Advanced Micro Devices
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To: kash johal who wrote (80752)11/22/1999 10:51:00 PM
From: Charles R  Read Replies (1) of 1585194
 
Kash,

<It is difficult to see how they fail to beat expectations while incrasing units and prices. >

I think the answer depends on speed mix. My understanding is Intel is doing most of the business in 500s and 550s. If they are shipping mostly 550s and the Dan Niles scare scenario (y2k effect showing up December) does not come to pass then they will meet or beat the expectations.

Otherwise watchout below. IMHO, Intel chances of meeting or beating consensus are no better than 50-50 at this point in time. We should have a much better idea after the Dec 12 price cuts.

Chuck

P.S.: I also believe prices on Celerons were cut in November for OEMs but were held back for retail.
The real question in my mind is how much of the low-end business did Intel say "no" to. Emperical data suggest that Intel was pretty successful in moving customers to the high end but the impact is tough to tell because unlike the high visibility retail SKUs we get to see very little of what is being procured by corporations.
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