SI
SI
discoversearch

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: AK2004 who wrote (64684)11/30/2001 2:38:24 PM
From: heatsinker2Read Replies (1) | Respond to of 275872
 
Albert- Yeah, well Niles' research is poorly written. My comments:

major market share gains against AMD whose revenues declined 20% I believe he is referring to 1996, not now.

We note that IDC has forecast PC unit growth of 2% and we are forecasting Intel unit growth of 10%. I dunno, I guess he thinks the IDC forecast is too low, because later on he says: AMD also seems to be tracking slightly better than we thought.

So, it's just a confusing research note. What do you expect, this guy only makes around $500K in salary, right?



To: AK2004 who wrote (64684)11/30/2001 2:57:53 PM
From: TechieGuy-altRead Replies (1) | Respond to of 275872
 
Albert, read it again s-l-o-w-l-y :)

He's talking about the last time around when INTC's revenue increased, 71% went to the GM line. That was when they gained share against AMD. Not this time.

TG


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News