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Politics : Formerly About Advanced Micro Devices
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To: Senator949 who wrote (130546)1/19/2001 12:15:53 PM
From: tejek  Read Replies (1) of 1572154
 
To go from Q3's +84% YOY change to Q4's +21% YOY change is a pretty big dropoff.

That's not necessarily true....How does the Q3/99 YOY to Q3/98 stack up against the Q4/99 YOY to Q4/98?

Robin,

In each of the prior four years, chip sales increased from Q3 to Q4....which is very normal since Q4 is the big quarter. That did not happen this year.

As for the set of time periods you refer to, the changes YOY were as follows:

Q3/99 vs Q3/98 =s <3%>
Q4/99 vs Q4/98 =s 10%

I think that Jerry's Da Man. However, he tends to be overly bullish and aggressive/over the top when it relates to Intel.....his calls have been wrong for the past 3 quarters and in each case, he was too bullish. And for the last 3 CCs, the analysts have been skeptical of his claims but on this CC, they believe him right after a quarter that smells up the joint? I don't know about you but it looks pretty suspicious to me.

ted
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