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

To: AK2004 who wrote (51779)	8/20/2001 5:52:22 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 275872

Albert, Re: "Amd needs lower margins but it also needs to be competitive in the future and that means they need market share" Thanks for the response. It seems that the same can be said for Intel, though. They need market share to retain growth, since margins have fallen over the past year. It's a lot easier to gain in volumes, than it is to raise prices. Though these days, I can't say that statement with as much certainty. wanna_bmw

To: AK2004 who wrote (51779)	8/20/2001 7:32:21 PM
From: f.simons	Read Replies (1) \| Respond to of 275872

re: Intel indeed show better return but their gm are dropping too fast for intel shareholders and all that due to price war. Albert- As an Intel shareholder, I am certainly not happy with the drop in margins the last few quarters. But from my perspective, it seems like Intel shareholders are a lot happier with Intel's margins than AMD's shareholders are with AMD's margins. Of course, it could be that Intel shareholders are dumping Intel like crazy and that it just hasn't shown up in the share price yet. ;))) Frank