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

To: Charles R who wrote (69317)8/20/1999 8:08:00 AM
From: Burt Masnick  Respond to of 1573075
 
Re:It is mind boggling that none of the analysts (other than Niles) have picked this up yet!

Is that the infallible "Sell you Intel at 50 and forego over a 50% gain" Dan Niles? Man, he's good!

Actually, Dan Niles is often quite good on the numbers and quite something else on interpreting them.

Regards,
Burt



To: Charles R who wrote (69317)8/20/1999 9:36:00 AM
From: Paul Engel  Read Replies (1) | Respond to of 1573075
 
Chuckles - Re: "There should be at least 300K K7 ships this Q and probably 600K chipsets (assuming 900K Athlons for next Q and assuming chipsets get sold 4-5 weeks before CPUs). It is mind boggling that none of the analysts (other than Niles) have picked this up yet! "

Maybe they have - and the analysts have much more realistic expectations than the regurgitated AMD numbers that you are assuming as fact.

Paul


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