SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?


To: Process Boy who wrote (88886)1/22/2000 12:39:00 AM
From: Charles R  Read Replies (1) | Respond to of 1571807
 
PB,

<That is different from having a demand problem. That is a market share problem. You do know the difference, don't you?>

My assumption is that this "market share" problem will lead to Intel shipping less than they can make. So, with that explanation, I don't see any difference between a "demand" problem and "market share" problem.

By the way, to reiterate what I have been saying for a while (from before the time Intel released Q4 results) - Intel will have a very nice Q1 with respect to earnings. It is possible that it is going to be a blowout quarter if the price declines are not too steep.

Chuck