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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: tejek who wrote (137929)	7/5/2001 10:14:13 PM
From: combjelly	Read Replies (1) \| Respond to of 1585461

"they have been claiming all year that they were gaining market share, only to admit now that Intel is getting some back" When did they do that? If they are claiming they sold more processors in Q2 than any time in the past, and the total number of processors sold in Q2 was less than Q1, then they gained market share. Now admittedly they likely gained most of that share in the under $1500 machines, but gained it they did. And this is despite the hardest pressure Intel could put on them without losing money hand over fist.

To: tejek who wrote (137929)	7/6/2001 12:09:30 AM
From: Dan3	Read Replies (2) \| Respond to of 1585461

Re: they have been claiming all year that they were gaining market share, only to admit now that Intel is getting some back. They had their best unit quarter ever - and for this coming quarter they are moving into mobile again surprisingly quickly, and even dabbling in SMP. AMD is continuing to gain market share, despite Intel's doing everything they can to try to slow them down. AMD is also showing the full cost of its capex as depreciation on its income statement - so it can keep going at the present rate indefinitely, even if it reports near zero earnings. Intel is spending $1.5 Billion more per quarter than they are willing to recognize as costs on their income statement - something that will finish them as a going concern if they keep it up for too many more quarters. Dan