Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Process Boy who wrote (88886)	1/22/2000 12:39:00 AM
From: Charles R	Read Replies (1) of 1571832

PB, <That is different from having a demand problem. That is a market share problem. You do know the difference, don't you?> My assumption is that this "market share" problem will lead to Intel shipping less than they can make. So, with that explanation, I don't see any difference between a "demand" problem and "market share" problem. By the way, to reiterate what I have been saying for a while (from before the time Intel released Q4 results) - Intel will have a very nice Q1 with respect to earnings. It is possible that it is going to be a blowout quarter if the price declines are not too steep. Chuck

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