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

To: kash johal who wrote (84948)1/4/2000 12:35:00 PM
From: Process Boy  Read Replies (2) | Respond to of 1572202
 
kash - <For the record, I now fully expect Intel to BEAT earnings expectations for Q4.>

That would be great! If Intel does meet it because of the reasons you cited, I firmly believe that P858 ramp will only be additive to your list.

You never did answer my question. In a ball park <edit>figure<end edit>, how many Coppermine untis shipped do you come up with if you assume a 10% total capacity for P858 ,<edit> assuming reasonably good yeilds<end edit>???

PB




To: kash johal who wrote (84948)1/4/2000 1:07:00 PM
From: tejek  Respond to of 1572202
 
2. Intels stock price has recovered very well - If there was an earnings threat they would have let the cat out somehow.

Kash, I would not view that as a given; Intel's stock continued up right thru the July shortfall and up to the Sept shortfall.

ted


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