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

To: wanna_bmw who wrote (60041)	10/24/2001 6:28:47 PM
From: AK2004	Read Replies (1) \| Respond to of 275872

bmw disaster? like flood or fires or something of that sort I hate to repeat myself but intel did not gain anything for its sacrifice while amd managed to preserve market share. The overall damage to intel's "value" is far greater than amd's damage. If you are not willing to look at the value but rather prefer current earnings only then amd should be priced below zero :-)) Regards -Albert

To: wanna_bmw who wrote (60041)	10/24/2001 9:08:38 PM
From: hmaly	Read Replies (1) \| Respond to of 275872

BMW Re..They backed their competitor into a corner where the only place left to run is quanti-marketing with temporarily higher ASPs, but I don't think this will buy them market share.<<<<<<<<<<<<<< Raising prices normally doesn't increase market share, but shortages by your major competitor, such as Intc with their P4 shortages, gave AMD once again a good opening to both increase ASPs and market share. With the intro of the Nvidia chipset, and XP + xmas sales, + shortages will likely = profit this Q.