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

To: Dan3 who wrote (86466)	1/10/2000 9:56:00 PM
From: Charles R	Respond to of 1573501

Dan, <Q4> Intel will have significantly higher units in Q4 accompanied with some firmness in pricing because of upsell. Flash also was up significantly. Here is where semiconductor economics come into play big time. The incremental cost of product for Intel (or any semiconductor manufacturers) is very small. So if Intel ships 5Mu more in Q4 than in Q3, most of that will flow to the bottom line. The negative side is the chipset/motherboard side (lost some business to VIA), networking side (at the chip level they lost quite a bit of business and at system level there would have been some Y2K related weakness). The real question is: Will the net positives result in all of Intel's business add to an additional 8 cents in profit (compared to Q3). The answer could have a significant impact on other semi stocks (including AMD) on Friday morning. Chuck