We believe that Intel is seeing the most front-end loaded third quarter in many years and is booked out for the quarter.
More Quotes from Dan Niles:
Our stance has been in big enterprise applications, it was obvious that people were buying ahead to get their systems ready for Y2K. The mainframe business is a dying business, and our feeling was IBM would see it in the third and fourth quarters because the growth patterns weren't normal.Dan Niles
This is yet another data point that the general IT spending pickup continues to stretch out in time. We do not see a recovery till after the summer at the earliest and even then expect the recovery to be gradual.
Dan Niles
Our biggest surprise and disappointment is that the company did not lower the fiscal year 2001 revenue guidance as well.
Dan Niles
Over the past two years, AMD has increased its market share against Intel from 13 percent to 21 percent. For those who thought the price war was aggressive, you haven't seen anything yet.
Dan Niles
It's a disaster. They told us three months ago that Y2K isn't going to have any effect on them at all. They miss this quarter, now they're saying the next quarter is going to be even worse and that the first quarter will have even more losses.
Dan Niles
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