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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.990.0%Dec 26 9:30 AM EST
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To: Cory Gault who wrote (46206)7/5/2001 7:13:20 PM
From: heatsinker2Read Replies (1) of 275872
 
Cory On June 7 INTC said they took back marketshare, Mercury says they did.....who knows

AMD number is more reliable. They know how many processor they sold (a record). Intel says they gained marketshare, but that assumes that they know the size of the market. Nobody knows that. Also, INTC has been consistently denying their marketshare loss, so I don't view them as credible. AMD management has many flaws, but they seem to have been truthful about processor sales.
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