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

To: Process Boy who wrote (89360)	1/25/2000 11:13:00 AM
From: kash johal	Read Replies (2) \| Respond to of 1571888

PB, "Intel vs estimates" Well they squeaked thru last quarter. They have to hit close to $2.80 in 2000 to handily beat forecasts. Thats an average of $0.70/qtr. That surely means that they need to match Q4's 0.64 in Q1. Its tough to see much upside on the earnings front - particularly in face of the forthcoming price war. In Q2 Spitfire should have a manufacturing cost of $50 or less and should clock close to 1Ghz. How does Intel dramatically grow earnings, top-line growth, etc and beat expectations in light of AMDs forthcoming products. regards, Kash