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

To: AK2004 who wrote (43039)	6/6/2001 7:01:37 PM
From: Charles R	Read Replies (4) \| Respond to of 275872

Albert, <"amd is clearly loosing market share" - as our most un-biased and trusted Paul and other intelabees stated as SV pointed out " Intel's pricing actions will at least slow the rate of AMD's market share gains."> Intel took the industry by the dramatic price cuts early in the quarter. There is little doubt in my mind that AMD lost some market share during early parts of the quarter. The question is if that was madeup during the latter half of the quarter. I think the jury is out on that one. I wouldn't be surprised to see a small swing in market share either ways. Due to the price wars this quarter it is entirely possible that both AMD and Intel ASPs are down about 10% compared to Q2. With no one side having compelling competitive advantage, price becomes the primary weapon. This (or Q3) will probably first of the many tough quarters of pitched battles that AMD and Intel longs face. It is going to be a war out there for the next year or two and the only sufferers will be the die-hard longs (or "suckers" as Paul would say). Chuck

To: AK2004 who wrote (43039)	6/6/2001 7:22:48 PM
From: Jim McMannis	Read Replies (3) \| Respond to of 275872

It was just reported on CNBC (Ron Insana) that AMD has reported that the PC chip market is stable, turning and that they were still adding market share.... Wait for details... Mim