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

To: Pravin Kamdar who wrote (100967)3/30/2000 12:33:00 PM
From: Jim McMannis  Respond to of 1571806
 
Pravin,
RE:"It seems a given that Intel's ASP must be down in Q1, since the vast majority of retail sales have been at 650 Mhz or lower. Unless Intel's other business units are experiencing huge growth, I don't see how Intel can make it's quarter"

What they lose on margin they will make up in volume.
Demand is good, yields are great! (TM-Intel)
They are probably having a great flash quarter...
My guess is they will make the quarter, some how some way.
This will actually be good for the whole sector including AMD...

Jim



To: Pravin Kamdar who wrote (100967)3/30/2000 1:49:00 PM
From: tejek  Respond to of 1571806
 
It seems a given that Intel's ASP must be down in Q1, since the vast majority of retail sales have been at 650 Mhz or lower. Unless Intel's other business units are experiencing huge growth, I don't see how Intel can make it's quarter.

You forget the RHAT shares that they have sold this quarter.

BTW AMD is up $3 1/4.....RTQ


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