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

To: wanna_bmw who wrote (61751)	11/2/2001 1:31:11 PM
From: Gopher Broke	Read Replies (1) \| Respond to of 275872

I trust Intel's numbers more than third parties. The reason should be obvious. Intel knows their own numbers, and the numbers of their competitors, while the third parties do not. 1. In the past Intel has repeatedly denied market share loss, even when it was blatantly obvious AMD was gaining. They are not to be trusted. 2. How on earth do you think Intel know AMD's numbers before AMD announced them? My guess is that AMD sold more processors that Intel expected, in which case Intel's claims of market share gains in their CC were mistaken. Subsequent independent reports show that the overall market declined to the extent that AMD actually gained more market share. I don't think Intel were deliberately misleading in their CC, they just had to guess at AMD's sales figure based on their own, which were down by more than AMD's.