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Technology Stocks : Intel Corporation (INTC)

INTC 37.81

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3:46 PM EST

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To: Dave who wrote (153491)	1/3/2002 10:30:09 AM
From: SilentZ	Read Replies (1) of 186894

>AMD's quest for market share did not grant AMD higher margins thereby increasing value. I always understood this idea as more of a long-term thing, sort of a war of attrition to increase marketshare at the cost of margins (and possibly earnings), and once the marketshare (and thus credibility) had increased high enough, a corner would be turned and AMD would be able to increase margins at will. That corner was supposedly the magic number of 30% marketshare, which we've heard repeated over and over, and we all know they haven't reached. Perhaps they still will. It's going to be interesting. I don't see the lack of profitability for last quarter and probably this quarter as a failure on AMD's part, just the execution of a plan which would have been a much more profitable one during a bubble economy. -Z

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