Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 207.67

+2.2%

3:59 PM EST

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To: kash johal who wrote (4292)	8/10/2000 2:02:59 PM
From: Mani1	Read Replies (3) of 275872

Kash, CC was what I expected, nothing more, nothing less. AMD is falling because it is now more obvious than ever that they are losing market share. There is no denying this! Just take a look at advertisements out there. IBM has been Intel only for months now. GTW has reduced Athlon advertising and does not promote it on its website as much any more. Duron and TBird continue to be very limited. On the notebook front AMD is loosing major market share. Stores used to be mainly AMD in the notebook segment, now they are 80% or more Intel. AMD has not had any wafer start for the old Athlon for months. Something has to give soon, either a big rush of TBird and Duron by major OEM's on all fronts, or an AMD earnings miss. I continue to wait before buying back in. I am seriously looking at 2003 leaps. Mani

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