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To: f.simons who wrote (47341)7/12/2001 6:54:44 PM
From: Jim McMannisRead Replies (2) | Respond to of 275872
 
RE:"Do you think Intel is going into single digits because of a 1% market share gain at the expense of $10 asps by AMD?"

No, but if AMD gains more share in Q3 and Q4 then Intel will trash their ASPs even more. This is their mindset.
They can't stand to give up a little share.
Jerry may be a BSer but he was right about one thing, the P4 is a DUD...especially to the corporate world. Look at what they are having to invest in it to sell it...

Jim



To: f.simons who wrote (47341)7/12/2001 6:56:17 PM
From: Jim McMannisRead Replies (1) | Respond to of 275872
 
RE:"Do you think Intel is going into single digits because of a 1% market share gain at the expense of $10 asps by AMD?"

Impossible! Paul said Intel was regaining share in Q2...and that Intel would never give up 30%....

Jim


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