Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Paul Engel who wrote (53122)	3/22/1999 1:15:00 AM
From: Mani1	Read Replies (1) of 1583190

Paul Re <<Mani - re: "compare the unit growth of PC Vs. the EPS growth for Intel over the past couple of years. You'll see that Intel is indeed "under siege" Compare the unit growth and EPS trend for AMD after next month's earnings report.>> There you again, changing the subject when you had no good response. You asked a question, How is Intel under siege? Once again the answer is; considering the explosive growth in the PC market Intel's EPS growth has not matched that because they have been losing market share to AMD and NSM. Isn't interesting that you mention AMD's lack of earnings all the time, but you fail to mention their revenue and market share growth over the last 18 months. Paul, you can play around the topic all you want but the fact of the matter is that AMD is gaining market share and there is very little Intel can do about it without cannibalizing their own profits. Mani

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