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Technology Stocks : AMD:News, Press Releases and Information Only!
AMD 221.05+1.4%Dec 8 3:59 PM EST

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To: Time Traveler who wrote (5679)4/22/1998 12:23:00 AM
From: Yousef  Read Replies (1) of 6843
 
Time Traveler,

Re: " However, upon confrontation, he failed to answer why there are only
1.55M K6 produced this quarter (Q1'98) vs. 1.50M of Q4'97. "

This was also my point to Brian:

Message 4113301

"Re: "AMD and NSM to gain market share ..."

Now, I have a serious question for you Brian ... If AMD shipped 1.5M K6's
in Q4'97 and then 1.5M in Q1'98, please explain how AMD is gaining market
share. BTW, the overall PC market grew during this period ... I would say that
AMD actually lost a little market share."


You are right ... It doesn't make sense that AMD can be transitioning to
.25um with more good die per wafer while shipments are flat from
Q4'97 to Q1'98. Something doesn't "smell" good at AMD.

Make It So,
Yousef
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