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 : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Road Walker who wrote (151387)12/6/2001 5:33:00 PM
From: t2  Read Replies (2) | Respond to of 186894
 
The fact that AMD and Intel made positive comments should add more fuel to the Nasdaq rally.
Any story stating that Intel is just taking market share from AMD would not have the same effect as revenues increasing for both companies. I am glad AMD also issued the release.
Stronger overall demand is good for the markets.

Otherwise we would have seen many of the bearish analysts just pointing to market share gains as a reason for Intel's higher revenue.
Now all I am looking forward to is the channel stuffing theories. <g>



To: Road Walker who wrote (151387)12/6/2001 5:54:57 PM
From: andreas_wonisch  Read Replies (1) | Respond to of 186894
 
John, Re: My guess is that AMD gained some revenue share, but lost some unit share.

I agree. That's what to expected IMO when you try to raise APS. It would be a tremendous achievement if AMD could both increase units and APS substantially but it's unlikely. My guess is that AMD will only sell a hundred thousand units or so more in Q4.

But I also guess I won our bet. ;-)

Andreas


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News