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Politics : Formerly About Advanced Micro Devices

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To: Cirruslvr who wrote (58847)5/19/1999 8:30:00 PM
From: DRBES  Read Replies (1) of 1571988
 
re:http://quote.bloomberg.com/analytics/bquote.cgi?story_num=1bac4584291a90376cb3bc106f4429e5&view=story&version=marketslong99.cfg

I obviously am very biased in my viewpoint, .... but I read this item as unequivocal evidence that the cELERON is cannibalizing potential pIII sales while only have a small effect on the substantial inroads that AMD is making on iNTEL's domains.

re:"Analysts have said that if the number of Celeron chips sold is higher than expected and sales of Pentium III are lower, Intel's earnings in the second quarter could suffer."

Well...no kidding! No wonder analysts are so well paid...they have remarkably perceptive minds.

I wonder what Ashok Kumar and Mark Edelstone are doing right now.
(Hint: I would be willing to bet that they are in stalls next to pAUL.)

Regards,

DARBES
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