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Technology Stocks : Intel Corporation (INTC)
INTC 36.82+1.5%Dec 19 9:30 AM EST
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To: wanna_bmw who wrote (151367)12/6/2001 5:38:34 PM
From: Joe NYC  Read Replies (3) of 186894
 
wbmw,

AMD also expects record units, which begs the question on where market share will lie by the end of the quarter. My guess is that it should be relatively unchanged, but with the large upside on Intel's guidance, it might suggest that Intel gains a point or two.

Lol. Intel is guiding median of the revenue up 6.25%, while AMD is predicting increase of 10% or more, how does that translate in Intel gaining market share? That would mean that AMD ASPs increased at MUCH faster rate than Intel.

Joe
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