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

To: tejek who wrote (86577)1/11/2000 5:40:00 PM
From: kash johal  Respond to of 1585582
 
Ted,

Good points on SEG.

Are they having a conf call at all.

Should be interesting info.

regards,

Kash



To: tejek who wrote (86577)1/11/2000 5:41:00 PM
From: steve harris  Respond to of 1585582
 
ted,
re:"Things do not seem to add up....anyone else feel the same way?"

Do I count?
<vbg>

With Gateway and maybe DELL, *if* INTC report .63, that report will be gone over with a finer tooth comb than the last two quarters were.

steve



To: tejek who wrote (86577)1/11/2000 11:15:00 PM
From: Charles R  Respond to of 1585582
 
Ted,

<Do not get what's going on....SEG came in with earnings this afternoon. Revenues were down 8% YOY for Q4. >

I have stopped following the disk drive guys but was this development a surprise? Isn't IBM the leader-du-jour on the disk drive side taking away market share from other companies?

Chuck


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