Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.50

-2.1%

12:39 PM EST

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To: Dan3 who wrote (162957)	3/26/2002 8:22:10 AM
From: Dave	Read Replies (2) of 186894

Dan, I have "questions" regarding Market Share. I assume that market share data is calculated when AMD and Intel ship a uP. This could lead to "channel stuffing", an allegation an Analyst made to Intel about a year ago. That is the way marketshare is calculated (I think). But, do Ford, GM, etc. calculate their marketshare by the number of cars "shipped" to their dealers? I don't think so. Therefore, can you imagine if market share was calculated by box sales? What a headache. While I would love for Intel to start announcing ASPs and uP shipments, I think too many investors focus on "market share". To me, market share don't mean diddly since it is Earnings growth, or the expectation of earnings growth, that will cause a company's stock price to appreciate.

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