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


To: Road Walker who wrote (122527)8/21/2000 11:44:12 AM
From: Gopher Broke  Read Replies (2) | Respond to of 1576699
 
DJ Lehman Analyst Raises EPS Numbers On Intel Corp. 21 Aug 10:20 NEW YORK (Dow Jones)

Lehman Brothers analyst Dan Niles raised his full-year 2000 earnings per share estimate for Intel Corp. (INTC) to $1.74 from $1.70 and his full-year 2001 estimate to $1.90 from $1.85.

In a research note, Niles said Intel is seeing the most "front-end loaded Q3 in many years and is booked out for the quarter."


I just don't see why you think there is any possibility that Intel might drop their price substantially in the face of this level of demand. And if Intel maintains prices at anything like a reasonable level then AMD can undercut to stimulate adoption by the OEMs.