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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Windsock who wrote (144512)	10/1/2001 12:51:37 PM
From: Elmer	Read Replies (1) \| Respond to of 186894

Another hint: when AMD keeps losing major customers, market share is falling. A shrinking market share in a shrinking market with falling ASPs. A triple whammy for AMD. EP

To: Windsock who wrote (144512)	10/1/2001 2:28:28 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 186894

RE:"We will get a report card for AMD shortly when Q3 earnings are released. Hint: expect losses behind, losses ahead...." LOl...who needs a report card...AMD will suffer a huge loss... The better news is that with the new Palomino XPs ASPs may even go up a little...but as of Q3...ASPs will be pretty bad... Intel will come through unscathed though...so will Dell...lol...just some one time markdowns/write off... Again.. Jim