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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.94+0.1%3:59 PM EST

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To: AK2004 who wrote (45773)6/29/2001 3:58:20 PM
From: Charles RRead Replies (1) of 275872
 
Albert,

<Just as long as amd maintain and gaining market share. >

This is the key and from what I can tell AMD will have a much tougher time in Q3 on Athlon front. So might as well try to make it up with gains in Duron even if it comes at low ASPs and margins.

<There is no doubt that amd gained market share in laptop space>

And AMD will continue to gain share in this segment for the foreseeable future. AMD's laptop story should get stronger at the high end for the next 6 months and taper off with P4 laptop introduction from there but AMD will get much stronger on the low-end for the next 12-18 months.

Chuck
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