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

To: Jim McMannis who wrote (39502)	5/14/2001 1:56:19 PM
From: Paul Engel	Read Replies (4) \| Respond to of 275872

Re: "You said, AMD will never gain 30% of the market." AMD had that goal for this year - even AMD has abandoned it. Re: "Unfortunately it will take an Intel bloodbath to prevent that. IMHO..." Cool - I hope it happens. AMD lost money for three years straight - I think it will be cool for Intel take losses this year or next - just to cripple AMD. It will be fun to watch !

To: Jim McMannis who wrote (39502)	5/14/2001 2:14:26 PM
From: Ali Chen	Read Replies (1) \| Respond to of 275872

"last Q AMDs saher went from 16.8% to 21.2%...that's WHILE LOSING ALL THE NOTEBOOK MARKET. What's going to happen when AMD gains some of that notebook share back?" Jim, there is a little problem with the math. This weekend I was at Best Buy to look at computer shelves. Surprisingly, there were ONLY 2 Athlon desktop machines, vs. 25-30 Intel-based models. And I remember other times when they were 50/50 at least. Can someone tell me where those 21.2% machines are gone?