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

To: Tenchusatsu who wrote (86997)	1/13/2000 7:42:00 PM
From: Charles R	Respond to of 1572476

Tenchusatsu, <Intel sold out, 0.18u ramp is faster than Intel originally planned, PB reports more Coppermines shipped than previously planned, inventories are down, gross margins are up, and Intel soundly beat estimates. And yet you accuse me of ignoring the facts? Please, Chuck.> And the revenues and profits for the core group are flat to down year over year! If you are not ignoring facts you are too green, take your pick. Sorry man! I made my point on this to you. I have nothing more to say. Chuck

To: Tenchusatsu who wrote (86997)	1/13/2000 7:44:00 PM
From: Process Boy	Read Replies (1) \| Respond to of 1572476

Ten - <more Coppermines shipped than previously planned> Yes, a little more. Still wasn't enough. Demand is high. Capacity is strained in the short term. Geez, Listening to Andy, you'd think he scripted his comments from my posts <G>. PB

To: Tenchusatsu who wrote (86997)	1/13/2000 7:45:00 PM
From: Cirruslvr	Read Replies (2) \| Respond to of 1572476

Tench - RE: "Intel sold out, 0.18u ramp is faster than Intel originally planned, PB reports more Coppermines shipped than previously planned, inventories are down, gross margins are up, and Intel soundly beat estimates. And yet you accuse me of ignoring the facts?" Maybe I am in denial, but can you please explain to me how in light of all this good news - higher ASPs than Q3, record processor shipments, good .18 ramp, higher gross margins, low inventory - Intel's IABG had revenues of 6955M vs. 6965M Q4 last year? Thanks.