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Technology Stocks : Intel Corporation (INTC)
INTC 37.81-4.3%Dec 12 9:30 AM EST
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To: Paul Engel who wrote (155386)1/15/2002 4:25:01 AM
From: Tenchusatsu  Read Replies (1) of 186894
 
Paul, <why they didn't have their butt-slapping EPS contests in the past few quarters when AMD preannounced a poor quarter?>

I remember winning the EPS contest for Q4 1998 AMD earnings:

Message 7318521

Many similarities between then and now:

1) AMD pushed volumes over ASP, which helped ASP to drop like a rock.
2) Intel reporting a very strong quarter and recovering from a slowdown in previous quarters.
3) The AMDroids were saying "Die size is everything" and "Wait until K7."
4) You were dueling with the AMDroids in typical fashion.
5) I predicted AMD would move into laptops for the year.

But to be fair, AMD is in a stronger position today than they were in 1999. That's lucky for them, because Hammer is still slipping and will probably not be as big of a jump as the original K7 was.

Tenchusatsu
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