Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: tejek who wrote (105971)	4/15/2000 9:39:00 PM
From: Charles R	Respond to of 1575939

Ted, <How would we know? Intel doesn't warn whether they do or don't make their quarter?> I do believe Intel has warned on an occasion or two when they fell short. I am not saying they do that all the time but just suggesting that lack of warning is a good sign. All indications from the management from the beginning are that they are having a good quarter. My estimate is that it took Intel most of January and February to catchup with the Q4 CuMine disaster (i.e., Intel was product limited for most of Q1) and there are no indications of a serious shortfall in demand in March (the data so far actually says that March is when things picked up). So, demand from Intel perspective should have been fine. The only problem Intel had in Q1 was in speed grades and that loss of ASPs was probably compensated by reduction in cost structure (CuMine being cheaper to produce than Katmai). Bottom Line: If business demand in US was in fact weak in Q1, it probably had little or no impact on Q1. Chuck