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

To: milo_morai who wrote (52689)	8/27/2001 9:06:29 PM
From: AK2004	Read Replies (1) \| Respond to of 275872

Milo could it be that intel may not regain all of it's lost market share? Regards -Albert

To: milo_morai who wrote (52689)	8/28/2001 12:15:18 AM
From: Jim McMannis	Read Replies (3) \| Respond to of 275872

RE:"...In August, its shipment ratio of AMD to Intel-based products is about 6 to 4, and SiS’s DDR-supporting 735 and 635 chipsets have contributed half of the company’s total revenues. With overall shipments of 735 and 635 lines exceeding 1 million units... AMD is kicking ARSE" Unfortunately SIS just doesn't have the volume production yet. On da' 'udder hand, If nvidia gets it right...AMD is really gonna sell a lot of chips...unfortunately at low ASPs though. Intel will likely get sucked into a red hole with them. JIm