Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Gopher Broke who wrote (104262)	4/12/2000 2:08:00 PM
From: tejek	Read Replies (1) of 1582527

Gopher, It is corporate pc's.....I just looked up another version of the press release on CBS Marketwatch. This means the impact will be felt more by Intel. I am really curious to hear the earnings report for Intel this quarter. Hopefully it will answer many of the mysterious questions swirling around this great and wonderful company. ____________________________________________________________ Corporate demand glut Sherlund is estimating that corporate PC demand, which represents up to 40 percent of total PC demand, will show "no growth in November through February, likely due to the combined effects of component shortages (principally in the December quarter) and Y2K related issues (likely most severe in January and February)." A possible pick-up in demand in March may have "come back quite late in the quarter and not in time to bail out an already challenging quarter." Emily Church is the New Corporate demand glut

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