If he lost the bet he wouldn't leave, sigh.
Two things to point out.
1) This isn't a surprise. Intel actually met their projections for this Quarter (adjusted from Q1). AMD is having a huge price cut on July 24th to compete with the new Core 2 products. All of those price cuts have a HUGE affect on ASP, and decreasing volume will also hurt AMDs margins. AMD will pull through this, but not without cost. Unlike Intel they don't have the ability to simply plow through "rough" times and maintain a steady level of spending on R&D. Intel just released 5 new processors in a short time period and refreshed their entire product line. AMD can't do that. Sorry BM
If P4 does liquidate in line with Intel's 50% number by Q1, they will have an ASP that will HeatBurst every house in No America at $40 Dell.
We are planning for revenue in the third quarter to be between $8.3 billion and $8.9 billion, an increase of approximately 7.5%, in line with seasonal patterns.
Then, relative to Q4, to Glen's point, there are scenarios that Q4 is down again. If it was cost in Q3, wouldn't that improve as we went through to Q4?
Going into the third quarter, I would expect profits to be about flat.
So overall, expect a little increase in the third quarter, but I do not think it is a big increase.
Second question, as I look at the timing and the mix of your ramp, it seems to me like an awful lot of this inventory addition has got to be dual-core Pentium D, right?
Some of it is, yes. There was an increase in inventory of that product.
Can we all smell the money burning?
If he lost the bet he wouldn't leave, sigh.
If he lost the bet he wouldn't leave, sigh.
I told you this would happen. Q3 will be just the same.
Man I think you are about to leave and Baron will stay. And take Spud with you.
That’s cool because he is one of few that post good things here.
We are planning for revenue in the third quarter to be between $8.3 billion and $8.9 billion, an increase of approximately 7.5%, in line with seasonal patterns.
Then, relative to Q4, to Glen's point, there are scenarios that Q4 is down again. If it was cost in Q3, wouldn't that improve as we went through to Q4?
Going into the third quarter, I would expect profits to be about flat.
So overall, expect a little increase in the third quarter, but I do not think it is a big increase.
Second question, as I look at the timing and the mix of your ramp, it seems to me like an awful lot of this inventory addition has got to be dual-core Pentium D, right?
Some of it is, yes. There was an increase in inventory of that product.
Man I think you are about to leave and Baron will stay. And take Spud with you.
That’s cool because he is one of few that post good things here.
We are planning for revenue in the third quarter to be between $8.3 billion and $8.9 billion, an increase of approximately 7.5%, in line with seasonal patterns.
Then, relative to Q4, to Glen's point, there are scenarios that Q4 is down again. If it was cost in Q3, wouldn't that improve as we went through to Q4?
Going into the third quarter, I would expect profits to be about flat.
So overall, expect a little increase in the third quarter, but I do not think it is a big increase.
Second question, as I look at the timing and the mix of your ramp, it seems to me like an awful lot of this inventory addition has got to be dual-core Pentium D, right?
Some of it is, yes. There was an increase in inventory of that product.