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

To: Cory Gault who wrote (46185)	7/5/2001 6:46:15 PM
From: combjelly	Read Replies (2) \| Respond to of 275872

"According to Mercury INTC gained marketshare this quarter." If that is the case, and AMD sold even the same number of processors in Q2 as Q1, that would mean the market in Q2 was bigger than Q1. No one seems to have claimed that. So the conclusion is... If AMD claims to have sold more processors in Q2 than in Q1 I am inclined to believe them. It hasn't been that long ago that they were in court over stuff like that.

To: Cory Gault who wrote (46185)	7/5/2001 6:58:06 PM
From: survivin	Respond to of 275872

RE: According to Mercury INTC gained marketshare this quarter. Cory, Actually, what mercury said was "intel has been gaining traction in the $1,500-and-above PC market" stemming previous AMD gains in that segment. This doesn't say anything about Intc gaining overall market share. It doesn't even say they gained share in that segment--only that they were able to stop the share slipping. That said, I hate Jerry and to a lesser, but growing extent, Hector. [edit: link to 7/2 story thestreet.com]