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


To: Cory Gault who wrote (22224)12/11/2000 7:38:02 PM
From: kash johalRead Replies (3) | Respond to of 275872
 
Cory,

re:"Problem is they are dropping prices like crazy and NOT gaining marketshare. See the problem here? "

Niceguy, does not base his "analysis" on facts.

Sad but true.

My only concern is that some folks may have lost their shirts, believing he was doing an "real world-rational" analysis.

regards,

Kash



To: Cory Gault who wrote (22224)12/11/2000 7:51:16 PM
From: niceguy767Read Replies (1) | Respond to of 275872
 
Cory:

"Problem is they are dropping prices like crazy and NOT gaining marketshare. See the problem here? "

So you say...I'll cast my vote when I see the comparative Q4 financials...And no I don't see a problem with positive eps of $0.50 given the evolving product lineup at AMD...School is out on the market share objective...Let's wait and see how it unfolds throughout Y2001...Unless INTC pulls a rabbit out of the hat (something other than Piii or P4), you're right, I don't see anything but significant market share gains for AMD!!!