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Politics : Formerly About Advanced Micro Devices
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To: Tenchusatsu who wrote (147965)7/5/2002 4:11:48 PM
From: AK2004  Read Replies (1) of 1578064
 
Ten
re: many argued that AMD would be less affected by the downturn than Intel.
I do not recall every arguing it myself but I do recall the argument. The logic was solid but things are hard to predict on occasions.
re: The lost share is a direct result of AMD failing to execute to their plan.
it is more like a feather in cap for intel because it is mainly due to intel strategies.
One thing to wonder about though is why intel paid so much to regain market share right before the release of both Itanium 2 and hammer. Itanium 2 sales would hardly be affected by gained market share so could it be that intel is concerned that hammer maybe very competitive against young but aging p4?
Either way loss of market share is more of a concern than loss of revenue but things are hard to predict....
-Albert
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