Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Mani1 who wrote (53138)	3/22/1999 3:55:00 AM
From: Paul Engel	Read Replies (1) \| Respond to of 1583326

Mani - re: "AMD's 10% unit shipment is less than the overall industry unit shipment reduction (14% according to IDC)." Joe Osha - Merrill Lynch - has the following in his Report #2502817 Reinstating Coverage on Intel: askmerrill.com "Further research confirms our analysis. Intel was neither as optimistic as the analyst community or the PC industry in January, nor is it as pessimistic as both analysts and PC makers seem to have become recently. We think that the first quarter will see total semiconductor billings essentially flat sequentially, better than 1998's performance of –9% but in line with the 1990-98 average. The outlook for all of 1999 has been compromised; our forecast of 10.5% growth for the semiconductor industry has not changed." Assuming "flat" billings, Intel should see essentially "flat" unit sales. WIth AMD dropping 10% in units shipments and Intel flat, VOILA ! AMD loses market share to Intel ! Pretty simple, eh? Paul