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

To: wanna_bmw who wrote (60173)	10/25/2001 2:06:14 PM
From: jcholewa	Read Replies (1) \| Respond to of 275872

> Well, let's see how their market share numbers look after > this? Until now, we've been under the impression that AMD > had to sell their processors at a loss to maintain market > share. If they can return to their previously profitable > levels while maintaining market share, then they will have > succeeded with the price war. I am, however, skeptical at > this point in time. I believe that AMD's units will be flat and maybe a little up. ASPs will be a lot stronger. But even if units are up, it doesn't mean that they will increase market share I have not yet made a determination on my opinions of whether or not they will do this. But, running the prelim numbers, I believe that AMD has a good chance of breaking even or profiting slightly in Q4. Nonetheless, my information is not yet complete enough for me to make conclusive claims on that in particular. :)