Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.25

-3.1%

3:59 PM EST

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To: Petz who wrote (65099)	12/7/2001 8:00:07 AM
From: niceguy767	of 275872

John: "Did any of the analysts at Intel's conference call ask why AMD would be growing at least 10% while Intel only expects to grow between 2.4 and 5.4%? Awesome news!" Awesome to say the least...As mentioned in an earlier post, AMD's growth has occurred in the midst of the largest marketing assault by INTC in its history in its efforts to make P4 fly...In all previous "marketing assaults" by INTC, AMD has been decimated...Not only is this not the case this goround, but AMD XP is flourishing in the midst of the INTC marketing assault...That suggests to me that the consumer is seeing the real value in the AMD product lineup, and that once the P4 honeymoon period ends, AMD is positioned for accelerating market share gains...

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