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Politics : Formerly About Advanced Micro Devices

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To: kash johal who wrote (51222)2/27/1999 8:37:00 PM
From: Bruce A. Thompson  Read Replies (3) of 1572637
 
Hey paul,

Let's see now??? Last quarter AMD beats estimates made before the quarter started but misses the estimates made during the last week of the quarter by $.04. Made them a dismal failure. While they were being a dismal failure, they took over the sub $1,000 category from Intel. They promptly announced they would not make any money at all this quarter and would probably loose money. That should take care of the whisper #'s and the anaylists that would depth charge a good quarter by inflating estimates. (Hey, I was guilty too. I guessed $.41)

So, that brings us to this quarter. It seems that AMD has taken over the Desktop market from Intel. 43% vs 40% Ouch!! So much for not being able to produce and market. Has anybody seen a <366 mhz AMD machine in any stores this quarter. Only in laptops. OOPS!! Looks like AMD is producing and shipping the highest % of desktop chips, selling the most machines, and we are not hearing anything about bad parts or chips nobody wants. I PREDICT $.15 FOR Q1!!

Put that in your pipe and smoke it.

BT
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