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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 249.66

+7.6%

Jan 21 3:59 PM EST

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To: Epinephrine who wrote (40143)	5/16/2001 8:06:07 AM
From: Bill Jackson	Read Replies (1) of 275872

Epi, Lets say AMD had 70% and Intel 30% share. Will dell staikc and live within that 30%...no way. and no way will Dell live within that 70 that is intel share. They want the same % of that 30% that now eludes them. Obviously Intel has failed and that share has crept up dramatically to the point where dell can no longer ignore it. Looks for more AMD design wins at dell. Bill

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