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

To: andreas_wonisch who wrote (43970)	6/12/2001 10:22:20 AM
From: Jim McMannis	Read Replies (2) \| Respond to of 275872

RE:"Didn't Jerry tell us just two months back that it was unlikely for AMD to achieve that goal?" Actually, Jerry and crew were shooting for 30% market share by the end of LAST year (2000). Lousy infrastructure, Intels deal making and loss of notebook share precluded that. Jim

To: andreas_wonisch who wrote (43970)	6/12/2001 11:02:43 AM
From: dale_laroy	Respond to of 275872

>So there are only two explanations. Either something changed so that AMD suddenly feels much more optimistic. Or Wee Yep Yin didn't consult with Jerry or Hector before making this statement.< Or AMD suddenly feels more pessimistic. If AMD anticipated they would have only enough capacity for a 27% market share by the end of the year, and they now expect the total market to be 15% smaller than previously estimated, the new projection would have them achieving about a 32% market share with the same number of units produced.