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

To: kapkan4u who wrote (87077)	1/14/2000 1:04:00 AM
From: Charles R	Read Replies (1) \| Respond to of 1572775

Kap, <$0.61 cents. Intel missed the Q4. I think that Chuck made a great call.> Thanks! One thing though. More than earnings number I focus on revenue growth and I see that it is slightly negative. I think that should be the biggest red flag for Intel investors. Chuck

To: kapkan4u who wrote (87077)	1/14/2000 12:51:00 PM
From: Kevin K. Spurway	Respond to of 1572775

>>$0.61 cents. Intel missed the Q4. I think that Chuck made >>a great call. >> >>Intel is cooking books and promising 61% margins for this >>year. >> >>This is a very good sign for AMD. It shows that Intel >>will say anything and do anything to support the stock >>price. The war of attrition for the market share is not >>an option for them. They see the writing on the wall and >>are trying to buy time to diversify. I prefer to look at it this way: Sure, Intel did a little number fudging this quarter. They had to know that the only people who would be fooled are the amateurs. This indicates to me that Intel is pretty confident in having a solid enough year that they don't have to go on "actively managing earnings" on a long term basis (which will eventually catch up with a company). A strong foreward outlook is good news for both Intel and AMD--especially AMD as (unless you're wearing rosy Fudd-colored glasses) AMD currently has the upper hand competititvely and will until Willamette. Kevin