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Re: wbmw post# 3895

Wednesday, 04/12/2006 12:20:12 AM

Wednesday, April 12, 2006 12:20:12 AM

Post# of 6903
I'll put Intel at $8.9B and AMD at $1.4B, though. As for forecasts, AMD may guide flat to down, since Q2 is seasonally down. Intel will guide $8.5-8.9B.

Just to be crystal clear, you are saying for guidance:

AMD will be "flat to down" (not "slightly down")

INTC will have a midpoint of $8.7B (you are not expressing a "range of midpoints" which would be a bit of a cop-out)

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