Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Kevin K. Spurway who wrote (27739)	1/8/1998 3:13:00 AM
From: greg nus	Read Replies (1) of 1572619

Kevin the Spur, (27739) My assessment is the AMD recognizes the upper end of the box market is flat. Where as Notebook market segment is cooking with 30% growth up untill the Intel chip backup. Notebook boxmakers may have stoped buying Intel after amd shipped them engineering smaples including samples at .25u comos. It's an easier sale with less price competition for now. Meanwhile AMD continues to convert to full .25u CMOS and ramps up production. Screw the earnings for now and drive everything for market share. What can AMD loose now that the stock has already colapsed.

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