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Politics : Formerly About Advanced Micro Devices
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To: steve harris who wrote (112533)5/24/2000 8:11:00 PM
From: milo_morai  Read Replies (1) of 1571443
 
This just in: This morning, Gateway (GTW:NYSE - news - boards) held a conference call hosted by Banc of America Securities. On the call, Gateway CFO John Todd said corporate demand is not great. (Not great, then why does Intel (INTC:Nasdaq - news - boards) keep saying that it can't keep up with demand? But I digress... ) Todd said corporate business hasn't picked up year over year. (That's despite the widespread belief that corporate biz would rebound after a so-called Y2K lockdown. Yet here it is May; are we still talking Y2K? Maybe the short-sellers who had been warning that PCs have simply become too powerful for their own good, and that the market is simply glutted, were on to something. But I digress...) Todd also said Gateway doesn't expect there to be a DRAM shortage in the second half of the year, as some pundits and companies have been saying, and that there isn't one now. ... So, let's get this straight: Gateway says demand is weak. Intel has been saying it can't keep up with demand. And Advanced Micro Devices' (AMD:NYSE - news - boards) business is booming. Gateway doesn't expect there to be a DRAM shortage, but Micron (MU:NYSE - news - boards) does. PC makers were crying about a Y2K slowdown and business hasn't yet picked up. Once more, one plus one equaling everything but two. Anybody? (The good news is that Gateway didn't pre-announce a lousy quarter, as some on Wall Street had expected.) thestreet.com
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