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To: andreas_wonisch who wrote (151468)	12/6/2001 8:20:48 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Andreas, AMD revenue up >10%. Intel revenue up between 3% and 6%. Where's the joke? Well, for one thing, AMD had sunk lower. They surprised low last quarter, whereas Intel came in a little higher than predicted. Tony

To: andreas_wonisch who wrote (151468)	12/6/2001 8:46:11 PM
From: wanna_bmw	Read Replies (2) \| Respond to of 186894

Andreas, Re: "AMD revenue up >10%. Intel revenue up between 3% and 6%. Where's the joke?" That's not entirely correct. AMD's previous guidance was high single digits to low double digits of revenue growth. Now, they finalized on the 10% number. They were already guiding up well before today's announcement, no doubt because they acknowledged their previous quarter as an official bottom. Intel's midpoint of their target range, however, was just confirmed to be 4.5% higher than their previous guidance, which shows better than planned demand for their products. Intel is the one that is doing "better" with respect to previous guidance - not AMD. Although, AMD may be doing "better" relative to their last quarter's revenue. Hardly surprising, though. wbmw

To: andreas_wonisch who wrote (151468)	12/6/2001 8:47:11 PM
From: Road Walker	Respond to of 186894

Andreas, re: AMD revenue up >10%. Intel revenue up between 3% and 6%. Where's the joke? Well that's about $76M for AMD; about $292M for Intel. From the previous post: AMD is losing a little less money, Intel is making a little more money. It's like saying the Detroit Lions are doing better in "relative terms" if they win this weekend and have a 1 and 10 record; and the Tampa Bay Bucs are doing worse in "relative terms" if they lose and have a 6 and 6 record. Intel is earning, AMD is losing, it the same old crap. John