Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 221.56

+0.2%

Dec 9 3:59 PM EST

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To: Yousef who wrote (82845)	6/18/2002 10:01:32 PM
From: Joe NYC	Read Replies (1) of 275872

Yousef, AMD is losing "market share" even as we speak ... I guess we won't have to listen to Jozef trying to "HYPE up" AMD market share. When did I try to hype up AMD's market share? Let's just stick to the facts. AMD kept gaining share up to about Q1 or Q2 2001, then Intel took some of it back, in Q2 through Q4 of 2001, and in Q1 2001, AMD gained a fraction. I have no idea about current quarter, Q2. One thing that we can be sure about is that Jerry will not be talking about dollar market share this quarter (of the microprocessor division), because AMD suffered a huge loss there. You seem to be confident that AMD lost unit market share. I have no idea about unit market share. There seems to be very small correlation between the changes in US retail market share and overall unit share, that the US retail share is almost relevant as an indicator. AMD was virtually shut out of the US retail market starting in Q2 of last year, and on my last visit to these retail computer / electronics stores, AMD share was way above the low from the last year. Joe

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