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

To: Tenchusatsu who wrote (153172)	12/24/2001 11:46:30 PM
From: Jim McMannis	Respond to of 186894

RE:"While AMD has been making records in market share, they've been losing in revenue share. Hammer is supposed to solve the problem with revenue share, especially as AMD tries to make a push upwards into workstations and enterprise servers" Pretty good. Then again...where is Hammer? Intel has a year of toying with the Mhz PR rating of AMD. Ths plus Jerrys stock sales is what has turned me a bit more skeptical on AMD vs Intel next year. Hard to grow revenue when you are behind in MHz or quantispeed. I expect Intel will lead the Mhz/Quantispeed race for most of next year.

To: Tenchusatsu who wrote (153172)	12/25/2001 12:21:22 AM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: While AMD has been making records in market share, they've been losing in revenue share I'm pretty sure that's incorrect. AMD reported that they had record units and revenue from CPU sales. Their total revenue is down because their flash revenue is way down. Intel total revenue is also way down, and, since their revenue is more concentrated on CPU sales than AMD's, it is almost certain that Intel CPU revenue is dropping at the same time AMD CPU revenue is rising - so AMD revenue share is rising. Note that, due to the recent decline in flash sales, AMD has become almost as dependent upon CPU revenue as Intel.