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

To: Tony Viola who wrote (58957)10/17/2001 7:15:09 PM
From: SteveCRead Replies (3) | Respond to of 275872
 
You are both full of it, or have no knowledge of recent history. Yes, AMD did have the contract and Intel came in with a low ball offer and took it away. Intel won the x-box contract but at the price of a paper thin profit. Great victory for Intel! On the other hand, it allowed AMD to concentrate its resources on getting the mobile Athlon out and then server chips. Sometimes the best deals are the ones you don't get.



To: Tony Viola who wrote (58957)10/18/2001 10:53:44 AM
From: TimFRespond to of 275872
 
Yeah, but that was then and this is now. Now, it don't count.

Tony, I would say that it doesn't count as a % of PC processor market. If you include non-PC processors then you have to add a whole bunch of other chips and AMDs and Intel's share both go down.

It does however count in a more important area. Revenue and profits. If AMD turned its Q3 loss in to a large Q4 profit I wouldn't care if it was from selling toasters.

Tim


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