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

To: hmaly who wrote (109609)	5/7/2000 3:00:00 AM
From: kash johal	Read Replies (1) \| Respond to of 1576926

hmaly, re:"Those were Kash's predictions. You mean Kash predicted Intel would sell 10 million more chips than guidence and 1.8 mil more Willys than guidence. And this from the same guy who just a week ago ripped into niceguy for making optimistic predictions. How ironic?" Intel sold around 32M units in q4 99. How many units do you think they will have capacity for in Q4 2000. The ww marketgrowth is supposed to be around 20% so that means they would have planned for 38.4M units assuming they add no margin to capture additional marketshare. Clearly they have been adding capacity. In addition as 0.18 micron die sizes are smaller than previous generation parts this also provides more shippable parts. I am curious to see your response to see if its based on logic or another personal attack. regards, Kash