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To: wanna_bmw who wrote (61913)11/2/2001 7:12:22 PM
From: combjellyRead Replies (1) | Respond to of 275872
 
"Sounds accurate to me"

Except they didn't hold market share in Q2...



To: wanna_bmw who wrote (61913)11/3/2001 1:05:00 AM
From: Joe NYCRespond to of 275872
 
wbmw,

Here is Tony's transcript of Q1 CC:
siliconinvestor.com

Gained or lost market share? Otellini hedging, saying "competitor's" numbers not in yet. Numbers go +/- a couple points over time, have been doing that. In last several quarters, about the same, expect to continue that.

This was the quarter when Intel had the heaviest losses of market share. And in the "last several quarters" (Q1 and before), it was anything but "about the same".

Joe


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