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

To: niceguy767 who wrote (78658)	4/28/2002 4:14:08 PM
From: tcmay	Read Replies (1) \| Respond to of 275872

"Just what was INTC's q2 guidance??? Did I hear right at $6.4 billion to $6.8 billion in revenues??? Does that mean that INTC's q2 revenues could come in under q1's despite INTC's phenomenal success in conversion to NW??? Even with the alleged "yield problems" and the "delayed T-bred", it looks like INTC might have dufficulty achieving $25 billion in FY02 revenues...Heck that's even less than last years' revenues, despite world class p4 yields...Even in FY98, INTC's revenues were $26.2 billion...Has INTC really been just treading water all this time??? How come??? " How come??? Two words: Price war. That's the bad news. The good news is that Intel is winning this price war, remaining profitable, while AMD is losing this price war, continuing its long history of losing money. At this rate, Intel will accomplish the goal of pushing AMD out of business. --Tim May

To: niceguy767 who wrote (78658)	4/28/2002 7:08:36 PM
From: maui_dude	Read Replies (1) \| Respond to of 275872

Niceguy, Re : "it looks like INTC might have dufficulty achieving $25 billion in FY02 revenues" Q102 revenue is 6.8B, Q2 will be ~6.6B. Are you predicting Q3+Q4 revenue of Intel to be $11.6B ? Would you throw some light on your analysis ? Maui.