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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: gnuman who wrote (73173)	1/10/2000 2:56:00 PM
From: gnuman	Respond to of 132070

MB. BTW, Dan also has AMD making 21 cents for Q4 and upgraded 2000 to $1.50. Another metric. <g>

To: gnuman who wrote (73173)	1/10/2000 5:14:00 PM
From: Knighty Tin	Read Replies (2) \| Respond to of 132070

Gene, Niles may be right, but if he is, it'll be interesting to see how it could have happened. Box sales suck and everyone is complaining that Intel has not delivered the goods to them. Their sales mix has definitely dipped to the lower priced mpcs. AMD is kicking their butts all over the market place. The only possibility is that OEMs bought a bunch of chips to build inventory. If so, those guys will get hurt badly enough that Intel won't matter. <g>