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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Charles R who wrote (88895)	1/22/2000 12:48:00 AM
From: Process Boy	Read Replies (1) \| Respond to of 1571813

Charles - <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.> I do not make this assumption. There are independent variables with both. E.G., Intel services Corporate IT segments, AMD does not. <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.> Wrt to your last sentence, I certainly hope so. PB