Chuck, <This was a BAD quarter for Intel's core business.>
You're right. What was I thinking? In fact, Intel is suffering so bad in their core business that they plan on exiting the microprocessor business in 2000 in their pursuit to become a communications company. This isn't public knowledge, but then again, your crack inside sources should have already informed you.
<Actually, I have not bothered to break down these numbers but it is entirely possible that Intel moved some revenues from the other groups to IABG to make it look about even!>
Geez, what are you going to accuse Intel of next? I just said that some business was shifted out of IABG into other groups during the course of 1999, and now you are saying that the exact opposite is "possible"? You are truly in denial mode here, Chuck.
Intel sold out, 0.18u ramp is faster than Intel originally planned, PB reports more Coppermines shipped than previously planned, inventories are down, gross margins are up, and Intel soundly beat estimates. And yet you accuse me of ignoring the facts? Please, Chuck.
Tenchusatsu |
