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

To: Jim McMannis who wrote (44051)	6/13/2001 9:42:12 AM
From: that_crazy_doug	Respond to of 275872

<< Add back the notebook share and what do you get? AMD would have to lose back some desktop to remain at 21.2% yet the trend over the last quarter is that the Desktop is taking share at a better than 4.4% clip/qtr >> I'd hardly call one quarter a trend. I'd love to see it happen, and we'll see in another month if this 'trend' will hold. What share do you expect AMD to have at the end of Q2? I'd be happy with a slight gain/break even, then by the end of Q3 hopefully the laptop/servers will have had time to infiltrate a bit and boost up the share a little. I think AMD's success really hinges on one thing. Will the general public accept the p4 with sdram or not? If people are intelligent and realize the thing is a POS then I think AMD will do very well, if they get away with it because of the MHZ then AMD is in trouble. Market share can move quickly away from us too.