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

To: Joe NYC who wrote (35831)	4/16/2001 8:14:36 AM
From: niceguy767	Respond to of 275872

Jozef: "If the article is correct, and Q1 worldwide demand drops to 30 million units, and further if AMD maintains unit shipments at 7 million, AMD's market share would be more than 23%. I suspect that Intel's comment on this development would be that neither unit shipment nor the market share achieved record." You seem to have a fairly good handle on Intelspeak!!! Certainly, INTC'll avoid any reference to the comparative stat's of flat shipments at AMD vs. the 10% to 20% sequential decline in shipments at INTC...but I just don't think investors are naive enough to buy the notion that because the fastest ramp in the company's history of P4 is underway, that a solution for existing INTC woes is necessarily at hand as the market's reaction to P4 has been hitherto lukewarm at best...and more importantly, when and if, and that's a big if, the numerous P4 hurdles impeding P4's acceptance in the marketplace, do get crossed, INTC could be looking at AMD products (i.e. palomino and hammer) that have evolved more in that interim than has the P4...That is P4 may find itself even further behing AMD's offerings by the time, if ever, existing P4 snags are resolved!!!