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

To: AK2004 who wrote (51391)	8/16/2001 12:48:36 PM
From: Road Walker	Respond to of 275872

Albert, re: I am tired repeating myself. And I'm tired of reading the same stuff that ignores the marketplace, and the way that companies operate. So lets drop it. John

To: AK2004 who wrote (51391)	8/16/2001 1:34:41 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 275872

Albert, <if intel feels that it needs to be at higher than 70% market share to be competitive then it does not say much for their belief that their products would remain competitive> Let's turn that argument around. If AMD feels that they need to price their way to 30% market share, then it does not say much for their belief that their products are indeed competitive at all. Tenchusatsu

To: AK2004 who wrote (51391)	8/16/2001 1:37:23 PM
From: bacchus_ii	Read Replies (2) \| Respond to of 275872

RE:"if intel feels that it needs to be at higher than 70% market share to be competitive then it does not say much for their belief that their products would remain competitive" So well said, I save it in my collection. Gottfried

To: AK2004 who wrote (51391)	8/16/2001 4:32:16 PM
From: that_crazy_doug	Read Replies (3) \| Respond to of 275872

<< 1)neither amd nor intel should worry about anything else but their shareholders 2)AMD needs minimum market share to be competitive and if drives industry margins down so be it 3)if intel feels that it needs to be at higher than 70% market share to be competitive then it does not say much for their belief that their products would remain competitive >> I somehow doubt that it'd be good for Intel to give up 10% more market share, and allow their biggest competitor to gain a strong foothold in the market. I think long term, they're much better off defending their market share.