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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: hueyone who wrote (26574)	6/20/2000 12:34:00 PM
From: Apollo	Read Replies (1) of 54805

the Lehman Bros semi conductor industry report I just referred to in post #26556 may contradict the assertion that AMD is entirely dependent on the PC microprocessor retail market. The report notes that 30% of AMD's revenues come from flash memory. No. What I was trying to say is AMD's microprocessor business is primarily dependent on the retail PC segment. Whereas, INTC has microprocessors for mobile PCs, enterprise PCs, servers, non- computer microprocessor biz; and the like. Apollo

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