Zeev's Turnips - No Politics Message Board

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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: t2 who wrote (5979)	11/15/2001 5:41:41 PM
From: orkrious	Read Replies (3) of 99280

Well last year, they went from 8.2 billion to 8.5 billion from October to january quarter. So this year's expected increase is about inline with last year. I don't see anything unusual about their guidance. I looks to me like last year they went from $8.3 to $8.7, a 5% increase. Last year the January Q was a monstrous Q for them where they had huge increases in share. I would interpret this year's guidance to be a little more sanguine. RE: Dell says unit shipment up 5% this quarter. Remember that Intel was guiding flat revenues this quarter.... Dell was quite clear that this is the expectation for their business, not the industry's. They said they expect industry unit shipments to be flat this Q. That's not good for INTC, not good for the memory makers, and not good for the cap equip guys. Jay

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