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

To: tejek who wrote (120756)	7/23/2000 11:12:22 PM
From: Charles R	Read Replies (2) \| Respond to of 1573001

Ted, <I am curious how you came to your conclusion that AMD's revenue growth has slowed? > Because it has on a quarter to quarter basis! <Historically both Intel and AMD experience a decline in revenue or flat revenue from quarter 1 to quarter 2.> Intel units went up slightly this quarter. Historical data is important but may not be that relevant this factor. <I agree, of course, that it might have been greater had there not been a motherboard problem.> I think this is the only relevant issue for the time being. <Nonetheless AMD broke with its historical trend....and appears that revenue growth remains at a high level if not accelerating. > Yes it is but this quarter was the exception. Think of it, even some analysts have said revenues were not what was expected. When was the last time AMD revenues underperformed analysts' expectations? (Answer: Q2 1999) I expect the revenue growth to dramatically accelerate next couple of quarters. <Why do you think YOY results are so much higher this quarter than last? > Look above. Q2 1999 was probably the worst quarter in AMD's history. Year-to-year comparison in this case overstates the real-performance. Chuck