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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 204.70-2.5%Jan 8 3:59 PM EST

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To: niceguy767 who wrote (43577)6/9/2001 1:38:11 PM
From: f.simonsRead Replies (3) of 275872
 
Re: You're not really buying into that take-back of market share stuff are you, particularly that INTC's mobile share is about to take a kingsize hit now that Athlon 4 has arrived???

NG-

I have not been blessed with your certainty about AMD and Intel. I am very willing to post concerns I have about Intel, and have no problem giving credit to AMD when warranted. You are never willing to post AMD concerns or give Intel credit. That's fine, but don't expect me to buy into _your_ stuff rather than Intel's CC stuff at this point.
If it turns out that AMD has taken more market share this quarter, kudos will be due AMD. Unlike you, I just don't know at this point, any more than I know that the hit to Intel's mobile market is going to be kingsize.
I would think that a person with your percentage of making bad predictions would be a little more cautious about continuing to make them and about deriding those of us who cautiously believe what our companies tell us until proven wrong.

Frank
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