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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 9:25:02 PM
From: Road Walker  Read Replies (1) of 186894
 
Albert,

One Needham report, and you become an AMD market share gain convert. You need to be a little more skeptical.

There is a lot of noise right now, and most of the product ships in the September month of the 3rd quarter. There is good evidence that Intel is gaining market share, IBM and Gateway are just two data points. SSB is a WAG. Needham is just another WAG. Nobody knows.

I take e) at this point.

John
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