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Politics : Formerly About Advanced Micro Devices
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To: DRBES who wrote (114587)6/6/2000 1:22:00 PM
From: Scot  Read Replies (1) of 1572935
 
DRBES

If you have been paying attention, you probably have noticed that inteL has lately screwed up on a number of fronts and in each case they have reported that the delays or miss-ques "will have no material effect on operating results." The aggregate of these must have some negative material consequences or I do not understand what is happening (most definitely a possibility.)

My comment is what effect will the recent market action have on *ntel's ability to sell equity and therefore have "no material effect...."?

I know this thread has suggested in the past that *ntel's missteps have been covered by its ability to sell equities and cover the difference in the Street's expectations.

Anyone have thoughts as to whether the drop in valuations will change this equation? Or have ASPs and "ramping" supply offset any failures to execute?

-Scot
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