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To: milo_morai who wrote (153115)12/24/2001 1:31:11 AM
From: kapkan4u  Read Replies (2) | Respond to of 186894
 
<AMD will claim around 27% of the global processor market in the fourth quarter.>

That can't be. Paul Tortellini is telling us that Intel's market share starts with an 8.

Kap



To: milo_morai who wrote (153115)12/24/2001 1:57:26 AM
From: Tenchusatsu  Respond to of 186894
 
Milo, <AMD processor shipments to grow by 40% in 2001>

AMD profits to fall by 100% in 2001.

<No it's quite clear Hammer isn't needed today.>

Maybe you missed the part about falling ASP leading to negative profits. Hammer could have helped against that problem.

"Never underestimate the power of denial!" - American Beauty

Tenchusatsu


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