Paul Engel, re: <You are developing quite a habit of making erroneous estimates, Gene.>
Searching for something to gloat about, I see. ;-)
For someone who never makes earnings predictions you won't ever be accused of being wrong. But you may be premature. Why not wait till earnings are in before gloating?
As for AMD, I think the AMD players of Maxwell's game will be a lot closer to actual Q3 earnings than the consensus. If so, AMD will take off. And if AMD starts making money, how will you end all your AMD posts. Won't be able to say, "but AMD is losing money" in repsonse to AMD posters. ;-)
As for Intel, while revenues will be higher for Q3, (a no-brainer it seems), it remains to be seen if earnings will meet consensus. As I mentioned a number of times, I think the key to Intel is Xeon's ability to offset PPro in Q3. If this is where the most of the increased revenues are coming from, it should offset declining CPU ASP's. If the increase in revenues is primarily from increased PC shipments, I wonder if they can make the analyst forecast earnings growth. Increasing earnings from $0.66 to $0.80 Qtr/Qtr will require a lot more than 8% revenue growth, especially when you consider the increased expenses.
Why not wait till the results are in before deciding estimates are erroneous? Then perhaps you can gloat. ;-)
Gene |
