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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: tejek who wrote (147744)	6/19/2002 2:27:54 AM
From: Tenchusatsu	Read Replies (2) \| Respond to of 1580283

Ted, back in April, Intel guided better than seasonality (specifically flat from Q1 to Q2). When this forecast turned out to be too optimistic, Intel guided back down to seasonality, but by then, the market had an itchy finger on the sell trigger. As for AMD, their only hope now is to make a desperate climb into servers with Opteron. Desktop Clawhammer is a dead-end path, "mobile" Clawhammer is wishful thinking, and their partnership with UMC will be problematic at best. Tenchusatsu