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

To: Process Boy who wrote (84934)	1/4/2000 12:27:00 PM
From: kash johal	Read Replies (2) \| Respond to of 1572171

PB, Re:"Intels quarter" For the record, I now fully expect Intel to BEAT earnings expectations for Q4. This despite poor execution on Coppermine volumes at 1-2M pcs/qtr. And an idiotic profuct portfolio of 10-12 part numbers/grades for such low volumes causing OEMS supply problems. And despite continuing disastrous execution on Rambus/Camino. And despite negligible earning/sales from Intel's vaunted acquisitions/web hostings. My reasons for assuming this: 1. Clearly Q4 PC demand was well above expectations - per IDC, per delay of price cuts, per ASIA recovery etc. So overall 10% growth from Q3 is not unreasonable per guidance and may be low. 2. Intels stock price has recovered very well - If there was an earnings threat they would have let the cat out somehow. 3. Servers Intel had lots of snafus - one meant that 4 way systems had to use the 2Mb cache Xeons - at $3K/pop. Doesn't take many of these to really skew the numbers. regards, Kash