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

To: tejek who wrote (105941)	4/16/2000 4:48:00 AM
From: Elmer	Read Replies (3) \| Respond to of 1573924

Re: "Do you think that there is any truth to the current rumor that Intel will not make their quarter? And what do you expect their future guidance to be?" I do not have inside information in those regards, my services are technical, and as you know I couldn't comment if I did know. I can see what volumes look like indirectly by how heavily factories are loaded and how long it takes to get an unscheduled wafer start or tester time etc so I must limit my comments there also. Even if I could comment on volumes I have no idea what ASPs are so there would be a real potential for error, even if I knew the exact number of processors sold. I also don't know what percentage of capacity is allocated to which product lines and how much fab space is devoted to each process. I do think the processors are at full capacity as I have said before, but at what percentage of the total capacity I don't know as committments must be met for other products as well. So now that I have told you that I don't really know, I can tell you what I think. I expect they will meet or exceed expectations. I'm short Intel April puts as well at $110. The future guidance can be seen in their revised upwards capitol spending for 2000 to ~$6 Billion. EP