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

To: tejek who wrote (106766)	4/19/2000 11:44:00 PM
From: Charles R	Read Replies (2) \| Respond to of 1574854

Ted, <Intel shareholders expect these acquisitions to be accretive in a big way to Intel's bottom line.....> Average Intel holder probably buys Intel because it is a market leader. Very good reason, to be sure, but only if you are a dollar cost averaging kind of guy. People who have been buying Intel since Q3 of 99 are momentum players and know what they are doing or have no idea what is going on in this industry - otherwise they wouldn't be buying. <BTW did you catch what I posted earlier...about how Otellini said cpu shipments and ASP's were flat Q4 to Q1, and then he or Bryant contradicted that later when the ramping issue came up and said that Intel shipped more CPU's Q1 than anytime in its history. I guess than was more Intelspeak.> I have very little doubt that sequential units were DOWN and ASPs were slightly up. It is too risky for Intel to share that so they did not. Chuck P.S.: And, in spite of the wild speculations about Intel's yields, I do not think Intel has any severe yield problems. Seems like ramp and package related issues to me.