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

To: Goutam who wrote (89073)	1/23/2000 1:58:00 AM
From: Charles R	Respond to of 1572942

Goutama, <I strongly believe that they themselves were not sure of the final numbers until the quarter ended. AMD had many unexpected breaks(thanks to Intel) in Q4. Only thing they were sure of attaining was break even.> Given how heavily the Christmas quarter is front-end loaded, I would say that AMD could easily have guided analysts to 5.5Mu+ in early-mid December. Why they didn't do that is beyond me. (I remember being a little concerned when they didn't preannounce thinking they would come close to the lower end of my expectations) <I know it doesn't (management of the blow out numbers) do good to shareholders in the short term, but it's the only way AMD could do the business until the Athlon system infrastructure is strong, and until they are out of the current vulnerable position.> Here again, I doubt if it makes any material difference if AMD gives a conservative guidance at the beginning and changes it as it goes through the quarter. I can tell you Intel's marketing folks have a pretty good idea how many incremental Athlons AMD will ship because of the Gateway/HP design wins. Intel knows the amount of business these OEMs do at any given price point. Being conservative and sandbagging are not quite the same. Chuck