Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 211.76

-4.2%

12:26 PM EST

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To: Dan3 who wrote (40543)	5/19/2001 1:22:51 PM
From: niceguy767	Read Replies (2) of 275872

Dan3: "At present rates, we are 12 months away from AMD's financial position being superior to Intel's, but it's going to be a brutal 12 months, and Intel will likely get some marketshare back for its $12 Billion." Can't see AMD's market share anything but over 25% and probably 30% by Y2001 year end given AMD's palomino introduction which opens up not 1, not 2, but 3 new segments in the microprocessor sector. Now that palomino has arrived, AMD's market share growth potential has just quadrupled...Furthermore, I'd guess worlwide demand has bottomed now that the Fed has realized the error of its ways and assumed an accommodative stance on interest rates and we could be looking at a fairly swift uptick in PC demand in Q3 and Q4, which might even mean that AMD and INTC combined won't be able to fill worldwide demand...

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