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

To: AK2004 who wrote (45773)	6/29/2001 3:58:20 PM
From: Charles R	Read Replies (1) \| Respond to of 275872

Albert, <Just as long as amd maintain and gaining market share. > This is the key and from what I can tell AMD will have a much tougher time in Q3 on Athlon front. So might as well try to make it up with gains in Duron even if it comes at low ASPs and margins. <There is no doubt that amd gained market share in laptop space> And AMD will continue to gain share in this segment for the foreseeable future. AMD's laptop story should get stronger at the high end for the next 6 months and taper off with P4 laptop introduction from there but AMD will get much stronger on the low-end for the next 12-18 months. Chuck