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

To: Paul Engel who wrote (29001)	2/20/2001 2:01:10 AM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Paul, Why don't you please point out what and where Intel discussed as regards UNIT processor shipments. They predicted 15% drop in revenues, overall. If the "other" category (that was supposed to grow by 50%) at least remains flat, and if flash at least remains flat, we end up with a drop of more than 15% - probably more than 19% for processors. It may be caused by a combination of lower ASPs and lower unit processor shipments. From this, if Intel unit shipments drop by exactly 15%, ASPs will have to drop by almost 5%. The prices would have to drop by more for Intel to keep market share (all based on Intel and AMD forecasts - which themselves are only a little more than a guess). Joe