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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.18-0.5%Dec 31 3:59 PM EST
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To: Petz who wrote (47273)7/12/2001 6:15:54 PM
From: f.simonsRead Replies (3) of 275872
 
re: the GOOD: Over 7.7M processors (vs. 7.3 in Q1) - this validates the Mercury Research data
saying market share grew over 1%.

Petz-

That is a pretty expensive 1%! If ASPs fall to 72, what will they be when AMD gets to 30% market share? Calling this "GOOD" seems a little like being glad your house burned down because now you get to change the wallpaper.

Frank
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