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Politics : Formerly About Advanced Micro Devices

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To: Charles R who wrote (88882)1/22/2000 12:31:00 AM
From: Process Boy  Read Replies (1) of 1571808
 
Charles- <Excuse me! But, Intel's guidance has not exactly been on target for several quarters now.>

How so? Last quarter they essentially said they could sell anything they made, and that's the way it turned out.

<Mark my words (I mean bookmark this post), Intel is losing market share this quarter.>

That is different from having a demand problem. That is a market share problem. You do know the difference, don't you?

Now that that is clarified, I don't have as good of fell for if Intel will lose market share. I'll let your prediction on that stand on it's own.

BTW, I also have a pretty good track record lately wrt supply and demand issues (not market share issues).

PB

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