Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 37.51

-0.8%

Dec 15 3:59 PM EST

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To: AK2004 who wrote (142857)	9/5/2001 8:23:29 PM
From: Tony Viola	Read Replies (1) of 186894

anyway the most recent amd guidance is a record shipment in the declining demand <=> market share gain Albert, you lose a little info with each day that goes by. AMD said during IDF week that they'd ship at or near the record levels of the second quarter. So, they've covered their asses. What is near? Is 8% lower "near"? Predictions I've seen for Intel's current quarter are for increased units over last quarter. So, if all of the above are true, Intel is gaining back share, which I personally believe is true. intel made some comments about lower than expected shipments of mobile which is partially attributed to amd as well reported increase in demand for socket a/ddr boards That was Jon Joseph, who also said Intel is ahead on P4 ships, in his opinion. Missing info again, Albert. You're going back to SSRM (severe selective reporting mode). Tony

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