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


To: Process Boy who wrote (92549)2/11/2000 2:21:00 PM
From: Charles R  Respond to of 1573610
 
<Have no idea how the will affect Intel's financial Q though.>

Intel should do good this Q assuming March does not go through the floor. Intel is pulling the same number that it pulled in Q4 - with a slight twist. Right now Intel is not making too many Celerons and trying to ship more CuMines. The goal is to make as much money as possible in the mid-range.



To: Process Boy who wrote (92549)2/11/2000 4:03:00 PM
From: tejek  Read Replies (1) | Respond to of 1573610
 
Intel also hinted recently that demand going into Q1 didn't flatten out like it normally does (Gelsinger, I think). Have no idea how the will affect Intel's financial Q though.

PB, when was that hinted....during the CC, they expected revs to be slightly below Q4?

ted



To: Process Boy who wrote (92549)2/12/2000 1:05:00 AM
From: Aaron Cooperband  Read Replies (3) | Respond to of 1573610
 
PB -

Re: higher 1Q AMD sales from the low end

I haven't seen mentioned anywhere the source of these additional sales. Has AMD increased their production capacity allowing them to sell more low end product, or has AMD simply found a buyer for the unsold inventory they've been carrying for so long?

If its the second case, I wouldn't get overly excited about the additional sales.

Aaron