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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 252.09-0.3%Jan 29 3:59 PM EST

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To: Yousef who wrote (79584)5/6/2002 9:45:02 PM
From: Joe NYCRead Replies (1) of 275872
 
Yousef,

AMD is losing market share as we speak

What are you basing this statement on? Did you predict AMD gaining market share last Q? If so, please post a link to your post. I am really looking forward to a reliable source to use for estimate unit shipments and market share.

I have not come up with any leading indicator that would show +/- 1 to 2% market share changes. (BTW, Teletubbies - as an indicator - have been are no better than broken clock). The only thing we can use with a degree of certainty are the ASPs. It is apparent when they are going up or down. By how much? That's another story.

Joe
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