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

To: Monica Detwiler who wrote (65662)	12/14/2001 3:31:49 AM
From: Joe NYC	Respond to of 275872

Monica, Intel didn't provide that data for Q1. However, what you and Mani are completely ignoring is the large discrepancy between Intel's flash revenue and AMD flash revenue - which favors Intel by 242%. So your conclusion is on 1 quarter when Intel wireless revenue was stable and on the word "mostly" to arrive at 242%? If AMD reported on the level of granularity of Intel report, AMD could say that they are "mostly" a CPU company, which would force you to conclude (based on your reasoning) that AMD's flash revenue and market share is at 0. Joe