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

To: Petz who wrote (107339)	4/22/2000 10:45:00 AM
From: Daniel Schuh	Respond to of 1573841

Petz, just as an aside: 2. Microsoft has recently complained about poor business PC demand, yet Intel continues to claim that demand is extremely robust. They keep saying "demand is higher than forecast" but where's the proof? Even AMD just met sales projections for the high-end Athlon PC's and did not exceed them. When it comes to the quarterly drama, I watch Microsoft and Intel for amusement only, they both are stuck playing the funny game of carefully feeding the analysts the right numbers that they can exceed by just enough to look good. Microsoft is probably annoyed that Intel got a free ride last quarter for filling out their earnings with investment gains, while Microsoft got hammered for doing the same thing. This quarter, the treatment is looking more equitable. Cheers, Dan.