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

To: Tenchusatsu who wrote (103550)4/10/2000 11:41:00 PM
From: milan0  Read Replies (1) | Respond to of 1570498
 
Tench

"I think your estimates for Intel are a little too heavily
weighted toward Celeron. (17.2M Celeron vs. 14.7M Pentium III.)."

Yes that may be true. OTOH, I felt that many AMD longs were overestimating earnings quite a bit; my model shows that Jerry is not sandbagging that much.

Thank you for your comment.

Mike



To: Tenchusatsu who wrote (103550)4/11/2000 12:01:00 AM
From: Charles R  Respond to of 1570498
 
<I do have one gripe about your estimates. I think your estimates for Intel are a little too heavily weighted toward Celeron. (17.2M Celeron vs. 14.7M Pentium III.) >

I agree. IMHO, Celrons will probably closer to 40% of the mix for Q1.


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