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Technology Stocks : Intel Corporation (INTC)
INTC 37.67+1.1%9:51 AM EST

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To: Paul Engel who wrote (133042)4/20/2001 4:06:05 PM
From: Jim McMannis  Read Replies (1) of 186894
 
Paul,
RE:"AMD will not hit 30% market share by the end of next year.
This year is 2001...next year is 2002. What do you mean?

RE:"Besides, their stated goal was 30% at the end of THIS year -looks like they have already blown that objective"

You mean 2000? This year is 2001.
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The lack of market share gain by AMD was one of our major themes, as is no SMP or mobile Palomino. Seems like you have one less axe to grind at any rate. Palomino mobile chips should be next and a much beter launch than SMP which will likely NOT be an easy sell for AMD.
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