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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Maverick who wrote (20754)	11/27/2000 7:27:27 PM
From: Charles R	Read Replies (1) \| Respond to of 275872

<Kumar forecasts about a 10% sequential up-tick in units, coming off a weak September quarter where units were down about 5% sequentially; 10% sequential growth in the December quarter is in-line with historical norms> This seems like such an incredible long shot it will be interesting to see where Intel's unit growth numbers actually land. Ashok may not look that good 7 weeks from now. <he sees sequentially flat average selling prices, which should translate to modestly higher than expected revenues for the quarter> Intel has been pushing PIIIs at the expense of Celerons but given there is no new PIII grade in Q4 it will be amazing if Intel's ASPs go up! <The company did lose market share to AMD in the September quarter; this quarter they were able to present a much more robust product offering in both desktop and mobile products, thus maintaining their market share at around 83%> This dude seems confused. It is tough to say Intel has a better product mix in light of the late P4 launch. Intel goot be hurting at the low-end since, unlike Q3, Durons are shipping in earnest in Q4. PIIIs are no show above 1G. There is no noticeable difference in the laptop area. And, it will be really surprising if Q4 is a big quarter for servers. Anyone see this differently? Or may be someone should call Ashok and ask him if he is assuming that Intel is shipping the 1.13G PIIIs!