Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.11

+3.9%

Nov 26 3:59 PM EST

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To: niceguy767 who wrote (35799)	4/15/2001 12:18:21 PM
From: dale_laroy	Read Replies (1) of 275872

"Flat to down in Q2 implies 25 million assuming no loss in market share, a hugely incorrect assumption, imho" Which is hugely incorrect, flat to down, or no loss in market share? Q2 will see flat to moderately rising volume, with sightly rising Intel market share relative to AMD, but possibly losing overall as Via enters the picture. Hopefully, AMD will be stockpiling Palomino (both mobile and desktop) in Q2 in preparation of an major Q3 assault. Intel's big problem in Q2 will be very rapidly eroding ASP and margin. AMD may be able to take some mobile Celeron market share with the mobile Spitfire, but mobile Palomino/Morgan will not reach a significant impact until Q3.

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