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

To: Cirruslvr who wrote (88858)	1/22/2000 12:05:00 AM
From: Charles R	Read Replies (1) \| Respond to of 1571602

Cirruslvr, <Even thought AMD shipped that many Athlons, they didn't sell that many. Because of their policy they don't count certain sales until end users purchase the actual product. That means some Athlons haven't been accounted for yet even though they have shipped.> This is the right way to do it. Conservative and sound. Chuck P.S.: I avoid buying into companies that book their sales through distribution before they are resold.

To: Cirruslvr who wrote (88858)	1/22/2000 12:10:00 AM
From: Process Boy	Read Replies (1) \| Respond to of 1571602

Cirrus - <By selling stock they have in companies. But Wall Street doesn't care how they like their money so Intel was up ~ $13 the day after earnings.> Nice reporting Cirrus. Niles and several other analysts indicate that Intel operation income even with the securities excluded was 0.0645. Only those analysts that subtract ALL the securites sold, even though Intel guidance said they would sell some (meaning that the analysts should have accounted for this), come up with the numbers below consensus. And the item was there for all to see, not like it was hidden. That's why the street "doesn't care". Does it burn your as* that bad that Intel posted a solid quarter? PB

To: Cirruslvr who wrote (88858)	1/22/2000 12:16:00 AM
From: Charles R	Read Replies (2) \| Respond to of 1571602

Cirruslvr, <AMD forecasted flat to lower Q1. I believe Intel did the same.> I just heard Rob Herb on Radio Wall Street. He said a) Q1 will be flat to down (I thought he said "down" like an afterthought) b) said Athlon sales will more than make up for k6 unit volume drops. Now, we know flash is up about 10% and Networking is up mid-single digits. We also know chipsets will be down a bit. All this at increased margins. Go figure ;-) Chuck P.S.: With all the talk about AMD having inventory I think that it is very likely that Intel will have a demand problem this quarter (and my track record on Intel ain't shabby). Earnings will be up but market share will be down.