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To: Tony Viola who wrote (142861)9/5/2001 10:02:56 PM
From: AK2004  Read Replies (1) | Respond to of 186894
 
Tony
needham clearly stated that amd's guidance is at higher or at last quarter levels. Seems like there is a difference of opinion.
OTOH pru expects intel to add 10% market share in the declining demand which might put amd between -5% and +5%

SSB did not make any claims about market share unless I missed it. If p4 is ahead but pIII is lagging how can you conclude that total is ahead?

Regards
-Albert


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