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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: Knighty Tin who wrote (82220)7/10/2000 8:46:11 PM
From: TimF  Respond to of 132070
 
Tim, Which is fine, but this is a cyclical peak. With pc sales falling off a cliff, AMD can only grow with market share gains.

I guess we disagree about the cyclical peak. As for AMD growing only by expanding market share 1 - I believe they will expand market share, and 2 - There earnings will grow even if they do not sell more chips, as they substitute Durons for K6-2s (which they sell for peanuts because no one
wants to pay much for them).

Tim