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

To: Mani1 who wrote (28988)	2/20/2001 12:31:10 AM
From: Paul Engel	Read Replies (2) \| Respond to of 275872

Re: "That is not true. In its last quarter earnings conference call, it said that it is still shipping the K6 to previously signed contract, although the volume is "relatively small". Well..if that is the case, maybe Intel has only 99% of the notebook market - or 98.5% - I'll let you fine tune the numbers. However, if AMD is forecasting UP TO a million CPU DROP in shipments - and the K6-2 will NOT BE ZERO VOLUME - then AMD's "relevant" market share may be in for a dip this quarter. Re: "Also if you base your market share guess by CPU shipped (not by sold in store), you would have to know what AMD is shipping to OEM's right now which I don't think you know much about." If you know more than I do - then by all means - enlighten me.