Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Road Walker who wrote (47374)	7/12/2001 11:06:21 PM
From: THE WATSONYOUTH	Read Replies (4) \| Respond to of 275872

I don't buy into the market share gains. AMD has no idea what Intel shipped. We have to wait until Tuesday to get a clearer picture Give me a break. When has Intel ever given #s shipped?? No clear picture from those clowns. Just more obfuscation. I can't believe the analysts don't press for more details. THE WATSONYOUTH

To: Road Walker who wrote (47374)	7/13/2001 3:08:49 AM
From: Petz	Read Replies (1) \| Respond to of 275872

JF, I don't buy into the market share gains. AMD has no idea what Intel shipped. We have to wait until Tuesday to get a clearer picture. I think it was a Jonathan Joseph report posted here that said that Intel's shipments were UP half a million. On a base of about 27m, that's 2%, while AMD's shipments were up 6%. The difference would almost exactly account for a gain in AMD market share from 21% to 22+%. Some of the brokerage reports report what their models tell them about unit shipments and ASP's. Where JJ and these other guys get their info, I have no clue, but it will have to do, since Intel doesn't say anything. Petz