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

To: Tenchusatsu who wrote (60181)10/25/2001 3:12:22 PM
From: Joe NYCRead Replies (1) | Respond to of 275872
 
Tenchusatsu,

Did I say there was anything magical about 80%? You seem to be consistent in putting words into my mouth instead of trying to get the point.

Not you, but from watching the industry, 80% is the magic number for Intel, and when they drop below, they go to panic mode.

So, let me ask you your own question, just replacing Intel #s with AMD:

"Can't Intel find just as much success with 70% or even 60% as long as that share is sustainable?"

Joe


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