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

To: milo_morai who wrote (61728)	11/2/2001 12:13:40 PM
From: Petz	Read Replies (1) \| Respond to of 275872

AMD on a roll. I wouldn't expect any market share gains this quarter, because some of the losses last quarter, like the Gateway account, didn't kick in until the 2nd half of Q3. Maybe my opinion will change, but I believe keeping 22% would be a major victory, with gains to follow again in 2002. I haven't decided yet whether Ruiz or Sanders will say that it is possible to break even in the 4th quarter. But if that is the way they put it, a possibility rather than a likelihood, I wouldn't expect any further share gains after the announcement. Petz

To: milo_morai who wrote (61728)	11/2/2001 12:25:31 PM
From: wanna_bmw	Read Replies (2) \| Respond to of 275872

Milo, AMD will find it more and more difficult to sell what they make. I think they have a lot less than 22% market share right now, and I think it's going to drop further this quarter. OEM's don't like their model number strategy. Reviewers and the press don't like the strategy. About the only people that do are on this thread, or other pro-AMD Internet forums. They've gone down a dead end street, and it's going to hurt their product line, and their market share. And you're not going to like me telling you this. wanna_bmw