Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 204.70

-2.5%

3:59 PM EST

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To: wanna_bmw who wrote (81433)	6/3/2002 11:30:30 AM
From: Petz	Read Replies (2) of 275872

I see you've now watered down your charge against Jerry; now "someone" claimed in December that AMD would have 30% market share. URL please? You and Elmer are the ones who claimed that Jerry "lied" because AMD could not possibly supply 30% market share. Well the fact is, they will provide about 20% market share in Q4 using nothing out of Fab 25. If they had not accelerated the exit from Fab 25, they certainly could meet 30% market share. Changing plans to make less than 30% is not lying, it's called changing plans to minimize losses. I'd hate to see the ASP if AMD dumped an additional 4M CPU's onto the market. Petz

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