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Politics : Formerly About Advanced Micro Devices

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To: Tenchusatsu who wrote (103550)4/10/2000 11:41:00 PM
From: milan0  Read Replies (1) of 1570552
 
Tench

"I think your estimates for Intel are a little too heavily
weighted toward Celeron. (17.2M Celeron vs. 14.7M Pentium III.)."


Yes that may be true. OTOH, I felt that many AMD longs were overestimating earnings quite a bit; my model shows that Jerry is not sandbagging that much.

Thank you for your comment.

Mike
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