Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Yougang Xiao who wrote (106716)	4/19/2000 1:36:00 AM
From: tejek	Read Replies (1) of 1574683

. "I am perplexed how a leading supplier with a dominant market share sitting on $20 billion...and marketable investments could fail to invest enough to provide adequate supply to meet what has to be viewed as very modest demand growth," LaFountain wrote. By contrast, Ashok Kumar, an analyst with US Bancorp, stated that microprocessor revenues will recover in the second half. Intel's problem lay more with its communications activities. Revenues from Level One, acquired for roughly $4 billion last year, appear to be in decline. "Level One hasn't contributed to the bottom line," Kumar said. "The company continues to rely on microprocessors, which is concerning." Its all goulash.....earlier in the CC P.Otellini said that microprocessor shipments and ASP's were flat from Q4 to Q1, and than when the analysts raised the issue of ramp problems, either he or Bryant said that they shipped more cpu's this quarter than anytime in Intel's history. Did anyone else catch that? Starting with LaFoutain, they became increasingly nervous. ted

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