Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Gopher Broke who wrote (61758)	11/2/2001 1:46:31 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 275872

Gopher, Re: "How on earth do you think Intel know AMD's numbers before AMD announced them?" You forget that AMD pre-announced that they would hit second quarter's record volumes. If that is not a good basis for Intel to base their calculations on, I don't know what is. Additionally, there should be a margin of error when these third parties make their guesses. Intel could have easily sold more than they accounted for, which would increase the market share that Intel could claim. You say that Intel can not be trusted, yet there has not been a single case where Intel has claimed no loss in market share, and at the same time, concrete facts have proven otherwise. While I'll agree that Intel will probably spin their words to make it seem like market loss is minimal, I think that this is what AMD is doing right now. I think that AMD lost several points of market share to Intel in Q3, and they will lose several more this quarter. The market is improving, and more units are being sold, but AMD has not increased production as much. That's a clear indication that they have lost market share. Feel free to criticize, though. After all, you have AMD telling you otherwise. wanna_bmw