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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (138064)6/25/2001 12:06:37 PM
From: GVTucker  Read Replies (1) | Respond to of 186894
 
Paul, RE: Uh...I think that article must have been written several weeks ago - because AMD's shares have been SINKING for the past few weeks - for very good reasons I might add:

You missed the point, then. The author noted that AMD has outperformed INTC year to date (and indeed it has), and cites AMD's market share gains as the main reason why. I thought that the author was implying both that AMD still is gaining market share, and, most importantly, the author was trying to convey that these continual market share gains were not opinion but rather fact.



To: Paul Engel who wrote (138064)6/26/2001 2:53:03 AM
From: Amy J  Read Replies (1) | Respond to of 186894
 
Hi Paul, RE: "From Jonathan Joseph: "pricing for Intel processors was relatively stable as the discount to list widened by just a point to 20%, while PIII prices stayed unchanged. AMD processor prices, however, fell 6% during the week. "

Thank you for that information. I like JJ's work. He gets in there and checks things out.

Regards,
Amy J


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