Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.15

-0.6%

Dec 24 12:59 PM EST

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To: wanna_bmw who wrote (153512)	1/2/2002 4:42:15 PM
From: AK2004	Read Replies (2) of 186894

bmw I posted some relevan semi-rumors on amd thread. To summarize: 1) you maybe right about p4 higher unit shipments but intel's celeron shipments are way below expectations. Lower p4 and athlon prices taking market share from celeron. 2) Samsung may start shipping athlons this quarter 3) Even though that amd is shipping more than expected there are still shortages so someone is buying 4) If I recall correctly the current expectation is above 8 mil with some putting it considerably above 8mil re: If Intel still loses market share, that's because the total available market increased enough so that AMD could have taken a larger piece of the pie. 1) implies that that may not be the case. Of course, given Barrett's claims of gains in unit market share over the last 2-3 quarters I expect intel to use every trick in the book.... Regards -Albert

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