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Politics : Formerly About Advanced Micro Devices

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To: tejek who wrote (105047)4/13/2000 12:19:00 PM
From: Steve Porter  Read Replies (3) of 1573911
 
Ted,

While you guys ar eall chuckling about that upgrade, the analyst that made that call is right. If AMD is demand constrained, Intel will be demand constrained. The only thing stopping me from calling for record earnings from Intel is they will suffer ASP hurt. However, units *should* be up, and therefor revenues. Revenues may be close to record levels, but I think net will be a little below (for Intel that is).

Steve
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