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

To: Cirruslvr who wrote (106611)	4/18/2000 4:40:00 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 1574290

RE:"So much for some people saying since AMD had a blowout Q so Intel will also" Intel made the quarter by a couple cents. That's about all anyone should have expected.

To: Cirruslvr who wrote (106611)	4/18/2000 4:44:00 PM
From: Kenith Lee	Read Replies (3) \| Respond to of 1574290

Q1 microprocessor shipments equal to Q4 Where are the 1 million Coppermine per week from a single fab went? Were other fabs idle? Intel revenues down from Q4 by ~180M There are 14 weeks in Q1. How can they have lower revenues? tight supply in Q2. Yikes Once again, the Register is on the mark. Q2 revenues will be flat with Q1 Jerry said AMD will be higher.

To: Cirruslvr who wrote (106611)	4/18/2000 4:44:00 PM
From: Cirruslvr	Read Replies (1) \| Respond to of 1574290

Intel's interest and other income (includes stock sales) was $640M. From Q4 earnings release - "** The company expects interest and other income for the first quarter of 2000 to be approximately $500 million" Notice the big difference? That equals 2.7 cents per share after taxes are taken out. They beat estimates by only doing this. W/O the extra sales they would have barley met or missed. ALso, IABG (their group that includes processors) revenues were down $346M. These earnigns were so-so at the best. intel.com

To: Cirruslvr who wrote (106611)	4/18/2000 4:53:00 PM
From: Pravin Kamdar	Read Replies (2) \| Respond to of 1574290

Intel revenues down from Q4 by ~180M say Q2 revenues will be flat with Q1, Q1 microprocessor shipments equal to Q4, tight supply in Q2. Yikes, Q2 margin flat to down from Q1. Intel is in deep doo-doo. Even their ape-like mouth piece was expecting revenue of 8.2 (not 8.02) billion and earnings of 74 cents. Intel has flat growth. They should have a PE of no greater than 20. A fair price would be $40 per share. With demand high and Intel supply constrained, AMD is going to have a glorious year. Jerry better increase wafer starts at Dresden to 1000 per week. I wonder if the analysts can add one and one together to see that this is great news for AMD. Pravin.