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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Cirruslvr who wrote (64820)	7/12/1999 12:21:00 AM
From: tejek	Read Replies (1) \| Respond to of 1579792

Cirruslover RE: " I think this presents an interesting dilemma. Will the market focus on Intel's profits, which are now expected to be good, or on ASPs? Usually the markets are more concerned with the status of ASP's and the direction in which they are going....up or down. The explanation for this reaction is that it is seen as easier to cut costs than to increase sales particularly in a market that is considered maturing (which is the general thinking currently on the pc market). I hope you are wrong and the NASDAQ only sees this as a minor problem. Certainly slowing growth reports at Dell, CPQ and others have not had that much impact, don't you agree? ted

To: Cirruslvr who wrote (64820)	7/12/1999 12:23:00 AM
From: Charles R	Respond to of 1579792

Cirruslvr, <Ashok Kumar (the eerily accurate (except w/AMD's Q4 results) > I have followed some of Ashok Kumar's research from his days at Southcoast Capital and I felt that more often than not, he comes up with the right numbers with wrong analysis. I always get the feeling that he has very good sources for data. I don't see him as a strong analyst but it may not matter. I am reminded of an instance once a senior manager at Intel told me that he got a memo from higherups to clamp down on analyst leaks - the memo without naming Kumar apparantly said that a noted analyst was so accurate about the numbers that he couldn't have gotten it without inside info. And, my friend had no doubts as to who the memo was referring to. Just one of those tidbits you don't easily forget. Chuck

To: Cirruslvr who wrote (64820)	7/12/1999 12:29:00 AM
From: Process Boy	Respond to of 1579792

Cirruslvr - <''They've been able to mitigate a lot of the product-mix shift because of production cost savings,'' Glavin said. ''People have severely under-appreciated the efforts by (Chief Financial Officer) Andy Bryant on cost savings,'' he said. Intel also is benefiting from rising sales of its Pentium III chips, which are its most expensive products and are used in powerful workstations and servers.> I like this. I don't think the benefits of Intel's cost cotting are going to diminish in the near future. Healthy PIII sales wouldn't hurt either. I have no idea what the numbers are going to be for Q2, but as you said, it will be interesting to see how the market reacts if Intel does turn in something better than what Niles is predicting. PB