Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 216.00

-0.7%

3:59 PM EST

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To: wanna_bmw who wrote (60230)	10/25/2001 3:58:10 PM
From: dale_laroy	Read Replies (1) of 275872

>I wonder what will happen in Q4, after having stuffed the channels in Q3, and after having risen their ASPs. I predict that AMD will be back to under 20% market share.< AMD's market share will not fall below 20% until Northwood ships in volume. How can you rationally believe that AMD's Q3 channel stuffing will come back to haunt them in Q4 when Intel flat out states there will be shortages in Q4? Would Intel lie to us?

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