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

To: niceguy767 who wrote (87389)	1/15/2000 11:08:00 AM
From: Process Boy	Respond to of 1573458

ng - <8. There is little doubt from my perspective that AMD will "blow away" street estimates of negative $0.07 > AMD should do much better than consensus for Q4. All boats should rise post AMD announcement. I will be curious as to how aggressively Jerry will go after Intel in his comments. However, even if he does this, I do not anticipate any negative effect <edit> in a signicicant way <end edit> on INTC share price attributable to any such action. Demand was strong. AMD spokespersons admit they got business because of Intel supply constraints. I anticipate Q1 to go much the way of Q4, although going forward P858 will be much better positioned capacity wise incrementally. Q2 should be real interesting, IMHO (Battle of the fabs). Will be curious to note pricing action going forward also (I don't have a good feel for this). PB