Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 213.43

+6.2%

Dec 19 9:30 AM EST

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To: milo_morai who wrote (61728)	11/2/2001 12:13:40 PM
From: Petz	Read Replies (1) of 275872

AMD on a roll. I wouldn't expect any market share gains this quarter, because some of the losses last quarter, like the Gateway account, didn't kick in until the 2nd half of Q3. Maybe my opinion will change, but I believe keeping 22% would be a major victory, with gains to follow again in 2002. I haven't decided yet whether Ruiz or Sanders will say that it is possible to break even in the 4th quarter. But if that is the way they put it, a possibility rather than a likelihood, I wouldn't expect any further share gains after the announcement. Petz

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