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

To: Yousef who wrote (45796)	1/14/1999 12:13:00 AM
From: Maxwell	Read Replies (3) \| Respond to of 1571405

Yousef: You are correct. AMD EPS came in lower than expected. If you go back and look at it again the analysts raised AMD EPS five times in one month. It was less than $0.10 and climbed to $0.19. They didn't do it to Intel. Had they done it they would expect Intel EPS from $1.00 to $2.00 and Intel reported $1.19. If you look at from the market share point of view, AMD increased production to 5.5M CPU in Q4. No one even you would have thought AMD is capable of doing this. AMD gained market share and forced Intel to play the lower margin game. Well profit is better than a loss. Last quarter you guys were bitching about one shinny penny. This quarter you guys bitching on 15 shinny penny. Then next quarter you guys are bitching on one shinny quarter. IMHO the war has just begun between AMD and Intel. When AMD Fab30 comes on line and K7 AMD should be ready to engage full scale war with Intel. Act One is over and Act Two is about to begin. Maxwell