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

To: kash johal who wrote (75435)	10/13/1999 7:26:00 PM
From: DRBES	Respond to of 1573088

re: "I just don't think they will risk missing earnings 3 quarters in a row even at the risk of giving AMD some pricing slack." Giving AMD pricing slack gives them viability, something that intEL has attempted at every turn to avoid. Do not count on it. Regards, DARBES

To: kash johal who wrote (75435)	10/13/1999 11:38:00 PM
From: Process Boy	Read Replies (1) \| Respond to of 1573088

kash - <If they are unable to hit the high clock speed grades in the 700-750Mhz arena then its very difficult to see how they average $300 ASPs as well for coppermines.> What if Intel has absolutely no problem hitting those speeds? Then how do you see it? How 'bout a best case scenario in this regard. PB

To: kash johal who wrote (75435)	10/14/1999 12:02:00 AM
From: Ali Chen	Read Replies (2) \| Respond to of 1573088

Kash, <I just don't think they will risk missing earnings 3 quarters in a row> There may be no other choice :) Look at Intel's creative accounting this quarter, (see the very last table in intel.com; ): Intel Architecture Business Group: 2Q99 revenue 5,559; profit 2,305 3Q99 revenue 6,331; profit 2,789 Looks like a perfect CPU business, same fat margins as before, right? Now look at "all other" business, including presumably booming flash : 2Q99 revenue 1187, profit +15 3Q99 revenue 997, profit (-733) !!!! How it comes that suddenly it become TWO TIMES more expensive to manufacture the same things as 3 month before? Even for a person with slightly more than one ounce of brain (like engle) it must be clear that they write off every possible dollar into "other business" books, in attempt to sustain image that nothing has happen in their core CPU business... nice try indeed. Just my few engels and elmers...