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To: Scumbria who wrote (112719)10/7/2000 11:33:14 AM
From: Diamond Jim  Read Replies (1) | Respond to of 186894
 
that Michael Dell spoke about strong European demand the following day on CNBC

How does that hurt Intel's credibility? seems to me it hurts MDs only. Seems MD was wrong and Intel was right.



To: Scumbria who wrote (112719)10/7/2000 2:40:07 PM
From: Paul Engel  Read Replies (1) | Respond to of 186894
 
SCUMbria - Re: "Indications are that Intel is indeed having demand problems in Europe, because they are losing lots of business to AMD."

Once source reports that AMD leaped from only 8% to 12% in Europe.

True, that represents a loss of market share for Intel - but get real - AMD has only 12% - AFTER these incredible gains?

Why didn't the AMDroids even know that AMD's share was SO LOW before this?

Paul