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

To: Joe NYC who wrote (138933)	7/9/2001 10:52:29 PM
From: Paul Engel	Respond to of 186894

Joe - Re: "As far as revenues, Intel's were down 23% in Q1, and are expected to drop another 5%, or 28% drop combined. In the same period, AMD revenues went up 1% in Q1 and are expected to be down 17%, or 16% drop combined." In terms of AMDroid logic, the TREND now favours Intel. Paul

To: Joe NYC who wrote (138933)	7/9/2001 10:55:11 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Re: "To sum it up, Intel is losing unit market share" There is NO evidence for this. AMD said they shipped "in the aggregate" record volumes of AthWipers and DooWrongs - which could mean as little as 1 more CPU than they shipped in Q1. If Intel's CPU shipments in Q2 were up by even a small amount (let's say 1,000 units more than Q1), Intel could still have increased market share over AMD in Q2. Paul