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

To: Process Boy who wrote (65167)	7/14/1999 1:20:00 AM
From: Doug M.	Read Replies (2) \| Respond to of 1578900

PB, actually at the end of Q2 last year Intel was more conservative. Last July Intel said revenue would be flat to slightly up from Q2. As it turns out, revenue increased 14% from $5.9B to $6.7B. EPS actually increased 36% sequentially from Q2 1998 to Q2 1999 from 33 cents to 45 cents per share. This year Intel specifically omitted the "flat" part of the guidance and chose to say slightly up. This is pretty significant because Intel is usually conservative as you know. Furthermore, Paul Otellinei said chipset sales were quite strong in June. This is a very good leading indicator for Intel's CPU sales six weeks out. Regards, Doug