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: d[-_-]b who wrote (54005)	9/6/2001 5:57:59 PM
From: Milan Shah	Read Replies (2) \| Respond to of 275872

Seems to me AMD is gaining mobile marketshare by the day... Reading the news reports it seems to me they are losing market share day by day... Where did you get the idea they are gaining share in any market? Well, they didn't have any mobile offering last quarter, and they introduced the mobile A4 in Q3. The fact that they had 0 share in Q2 automatically refutes the claim that they are losing mobile share day by day. Unless they didn't sell a single mobile A4 laptop, it should mean that their mobile market share improved in Q3. I suspect you didn't catch the key word "mobile" before you posted... Milan

To: d[-_-]b who wrote (54005)	9/7/2001 8:49:17 AM
From: niceguy767	Respond to of 275872

Eric: "Where did you get the idea they are gaining share in any market?" Can't find the source but a company official recently stated, I believe, that 50% of the retail mobile market is attainable within the next 2 quarters. "Seems to me (from all the news) they have losses coming for this qtr and next." That would seem to be the case for q3 but too early yet for q4 projection...Just too much depends on whether or not the PC "inventory adjustment" has run its course combined with potentially positive XP impact.