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

To: aburner who wrote (61788)	11/2/2001 3:09:29 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 275872

aburner, Re: "Intel would be more believable if they provided analysts and the rest of the world with some hard numbers instead of fuzzy claims about market share gains/losses." Can you think of a good reason why Intel doesn't do this? And I don't mean that rhetorically. Re: "Can you please specify what range of numbers you define with the word "several"? Judging from all the reports about the PC market shrinking in Q3 I tend to believe AMD's claim that they lost less than one percent (0.7% if I recall the CC correctly). Not sure what numbers will be this quarter." A 0.7% loss in market share would imply that Intel sold 1.1M more units in Q3 than in Q2 (a 35.48M TAM vs a 34.36M TAM - if you don't count VIA, TMTA, etc). That's a gain in the market, and I believe the market did gain. In fact, I think Intel had much more than a 1.1M unit increase from second quarter, and consequently gained 2% or more in market share. wanna_bmw