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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.15

-0.2%

1:27 PM EST

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To: Monica Detwiler who wrote (65661)	12/15/2001 2:10:18 PM
From: Mani1	Read Replies (1) of 275872

Monica re <<It's valid Mani - you know it - and you certainly have no evidence to support your claim of AMD gaining market share in flash - now, do you, Mani?>> OK, take it easy. You make a valid point that Intel's wireless group in the last quarter has done better than AMD's flash. Fine! Even if that can show Intel's flash is doing better than AMD's, it does not mean AMD is losing market share in flash. Considering how much flash prices have continued to deteriorate, more so for AMD since contract prices have ended, it is possible that both AMD and Intel have gained market share. Perhaps Intel has gained more market share than AMD. In the last CC AMD said they have gained flash market share in this downturn and considering that some flash providers are down much more than AMD that is a plausible statement. Flash market has more players than CPU, Unlike the CPU market, Intel's gain does not necessarily come at AMD's expense or vise versa. Mani

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