Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Volsi Mimir who wrote (124495)	9/22/2000 6:20:13 PM
From: Rob S.	Read Replies (2) of 1570790

An honest analyst: Thanks David Wu for calling Intel's B.S.! But that doesn't account for what could be a $500 million shortfall in Intel's quarterly sales, says ABN Amro analyst David Wu. As far as he is concerned, ``Europe is just an excuse.'' Wu says Intel's real problem is AMD, which has been stealing market share away from it. That's especially been the case in the consumer market, where AMD has prospered with its popular Athlon chips. Intel's marketing machine just won't quit. But the tech savvy public is watching this B.S. and forming a new opinion about the market leader. If Intel continues to insult the intelligence of the analyst community and the public it will backfire.

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