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

To: Paul Engel who wrote (39018)	5/11/2001 3:05:11 PM
From: Charles R	Read Replies (2) \| Respond to of 275872

<And what facts are incorrect?> Here you go: "Remember, this is a company that had 5% of the chipset business until Intel decided to give it away." VIA beat Intel at the chipset game. Intel gives nothing away, except possibly leaving a little bit of business on the table in Q4 '99 and Q1 '00 because of capacity issues. Another one: "You don't expand tenfold in two years without big problems." While it is true that supergrowth does have its issues, supergrowth wouldn't be possible without compelling product advantages. Ergo, the plusses outweigh the minuses. That sentence should have read, "you don't expand tenfold in two years without some significant product advantages" The article by Stroglia tell me about the perceptions, emotions and problems faced by overclockers and tinkerers. To conclude that VIA or AMD is shipping unreliable products because these guys are having some problems with their installs is a serious stretch. AMD today has about 21% market share (that should mean approximately 28% of desktop market share and some of this is corporate systems). VIA supposedly has somewhere between 40 and 50% market share (this is simply not possible with very good corporate penetration - i.e. many OEMs have accepted VIA's solutions as "corporate worthy"). VIA and AMD wouldn't get to these market share levels if the problems like the ones Stroglia describes are prevalent.