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

To: Tenchusatsu who wrote (145896)	10/23/2001 11:53:29 AM
From: Jim McMannis	Read Replies (2) \| Respond to of 186894

RE:" marketshare numbers are all about bragging rights. AMD feels the need to brag about this because they obviously can't brag about profitability." Very true. Intel loves to sling the bull about big numbers, market share etc. This attacts a beehive of analysts, investors, even customers... Given the situation of being late with Palomino, AMD only had two choices. ASPs or market share. They chose to maintain market share and live to fight another day. Despite the losses I think it was the best choice. They good thing is that they didn't lose any significant share...maybe even gained a little per x-box chips... Now they have to come through with higher ASPs...which is one reason the Hammer delays will hurt them. Seems this business is just a battle of delays...again.. Right now Intel is flooring AMD... I take it you are pulling for Arizona? Jim