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To: Road Walker who wrote (169157)8/8/2002 10:00:21 PM
From: Joey Smith  Respond to of 186894
 
John, Yes, this is good news, considering reports that back-to-school has not been robust (yet). I think a major reason is that Intel is continuing to take share away from AMD (a-la Cisco). I think the analysts will pick up on this soon.

Joey



To: Road Walker who wrote (169157)8/9/2002 4:15:27 AM
From: Amy J  Read Replies (1) | Respond to of 186894
 
Hi John, RE: "This is remarkably good news (though a surprise that they would comment outside of their usual update)"

Careful on Reuter's interpretation.

The quote (not the interpretation) shows:

"a good portion of the quarter's revenue will come in September"

Will catch up on posts maybe this weekend

Regards,
Amy J