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

To: Tenchusatsu who wrote (48953)7/25/2001 1:44:37 PM
From: PetzRespond to of 275872
 
Tench, I believe Intel shipped XBox CPU's in Q2. That's the only explanation for shipping half a million (EDIT - 1.x million) more "PC Processors" while computer shipments were DOWN and AMD increased processor sales.

IMO, the main reason that Intel got a sort-of-positive response to their earnings is the claim that processor shipments increased. If you take out the lower tax rate (what does that say about Intel's expectations for the future?) -- and bigger acquisition costs, EPS were right in line with consensus.

Petz


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