Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Cirruslvr who wrote (87010)	1/13/2000 7:55:00 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 1572512

Cirrus, <Intel's IABG had revenues of 6955M vs. 6965M Q4 last year?> During the course of 1999, I think Intel shifted some businesses out of IABG into other groups, especially those concerning networking and communications. I wonder why this question wasn't asked during the CC. Certainly others besides yourself and Chuck would be wondering the same thing. Tenchusatsu

To: Cirruslvr who wrote (87010)	1/13/2000 7:58:00 PM
From: kash johal	Respond to of 1572512

Cirruslvr, Re:"IABG sales and other" I believe their unit sales were probably up 10-15% but ASPs declined. They were up from Q399 but declined from Q4 98. The other item is that Intel takes sales late in the quarter from distis etc and puts them in the ALL other category because revenue is treated as a corporate item. So it is LIKELY that that some sales relevant to CPG are included in ALL other. This idiotic accounting approach has confused lots of folks previously and had been raised on previous conf calls but not this one. The good news is it does allow Intel to STUFF the quarter if they need to (and i believe they did just this a couple of quarters ago Q2 99 comes to mind". In this case it may hurt the analysis of the numbers due to the lack of granularity. Suffice to say a very good quarter - just not as good as it initially appeared. regards, Kash