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

To: Petz who wrote (65185)	12/7/2001 4:40:15 PM
From: AK2004	Read Replies (1) \| Respond to of 275872

John re: 8X larger growth can only be explained by another loss of market share by Intel. I disagree, going from $60 asp to $80 - $90 should have been enough for substantially higher revenues. The only way that intel lost market share if their asps went up by more than 5%, which is possible. Regards -Albert

To: Petz who wrote (65185)	12/7/2001 5:53:20 PM
From: andreas_wonisch	Read Replies (3) \| Respond to of 275872

Petz, I just got this mail from Toni on clarification of the processor revenue issue: Record revenue (Q1) was $661. we expect to exceed that. Record units (Q3) was 7.8 million. We expect to exceed that. Flash - No better than flat with the previous quarter - $210 million. we'll offer no more detail than that. _____________________ AMD Investor Relations 408 749-3127 ph 408 749-2036 fx amd.com BTW, I didn't know that AMD sold 7.8 million processors in Q3. They must have revised that number upwards. Even if AMD isn't taking unit market share this quarter, their gains in revenue market share must be huge. 2001 has been the worst year for computer processors in history yet AMD apparently managed to grow processor revenues to a new record. Too bad that flash is spoiling the party. Andreas