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Politics : Formerly About Advanced Micro Devices

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To: Yougang Xiao who wrote (106690)	4/19/2000 1:11:00 AM
From: Charles R	Read Replies (1) of 1574493

Yougang, <Your take on CC as well.> I think the thread covered the issues pretty well. Intel acknowledged in the call: - Packaging problems - Poor capacity planning (though the root cause here is competitive pressure, I am sure the management would have done a little better if they were not enamored with networking, internet, toys, etc.) - Competitive pressure This is clearly not the old Intel. This is Intel on the run - can't slow down the ramp to 0.18 because competitor will take even more market share. The game right now is being played on AMD's turf and Intel's management has no one but themselves to blame for it. I thought the conference call was the most subdued Intel conference call I have ever heard. Now, it will be interesting to see if the analyst action tomorrow represents the conf call. [clearly Edelstone's will not ;-) ] Chuck P.S.: One highlight was that Xeon grew sequentially from Q4-Q1. P.P.S.: I think the management has also lost credibility on couple of issues. The explanation about not losing market share from Q1'99 is funny when the context was losing market share from Q4. Also, how many people believe Intel was NOT managing earnings with equity sales?

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