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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: niceguy767 who wrote (21873)12/7/2000 5:59:14 PM
From: redbirdRead Replies (3) | Respond to of 275872
 
Andy Bryant reports INTC's shortfall has nothing to do with AMD. He says there is no change in market share. I do not believe this is true.

INTC owns the market. If the market shrinks INTC shrinks. AMD has a small market share. They can more than make up market shrinkage by adding market share. AMD is selling everything it has. Every store I check has at least 1/2 AMD products.

Oh yea. The one place INTC demand was not week was Flash Memory. Oh yea, AMD makes a butt load on Flash Memory.

I can not wait for the true, unspinnable numbers Jan. 16th.
By then we will have a President and more valuable stock.

Redbird



To: niceguy767 who wrote (21873)12/7/2000 5:59:58 PM
From: Gopher BrokeRead Replies (1) | Respond to of 275872
 
RevenueZilla: Worst Q4 In 10 Years
Reported by: Chris Tom At: 5:26 PM

I was dropping some hardware off at Alan's and a report on *ntel happened to come up on TV. Barrett stated that they were going to have the worst 4th quarter in 10 years.

What on earth is Barrett playing at? Does he think that Intel investors will accept this total about face, in just a couple of days, without questioning either his competence or his integrity?


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