Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: AK2004 who wrote (153483)	1/2/2002 3:15:02 PM
From: Dave	Respond to of 186894

Albert, And the response to your points is this... Message 16852276

To: AK2004 who wrote (153483)	1/2/2002 3:15:11 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

Albert, funny how AMD's stock price is lower than back when AMD's market share was below 20%. Why is that? Tenchusatsu

To: AK2004 who wrote (153483)	1/2/2002 3:25:11 PM
From: Mary Cluney	Read Replies (1) \| Respond to of 186894

Albert, <<<amd is leading 3 to 1>>> An AMD Athlon also leads in Palindrome calculations. There is an AMD Athlon that caluclates Palindrome numbers. It's been running for several months (at least). In case you didn't know, the year 2002 is a palindrome as is the sentence "nurses run". Both read the same when read backwards. The number 11 is a palindrome, but the palindrome for 12 is: 12+21 = 33 Anyhow, there is an Athlon running a program that is trying to prove that there is a palindrome for any number. There are some numbers that do not have a palindrome after reaching several million digits. But, unfortunately for AMD, that is not a huge market. Mary

To: AK2004 who wrote (153483)	1/2/2002 3:26:26 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

Albert, based on what you said in the highlighted post, you can go pound sand. You are a seriously disillusioned, and quite possibly also seriously disturbed twit. Message 16852976

To: AK2004 who wrote (153483)	1/2/2002 4:03:03 PM
From: wanna_bmw	Read Replies (2) \| Respond to of 186894

albert, Re: "1) huge market share loss for intel 1a) huge market share gain for amd (upto 27%)" Dataquest is saying this? Just a quick back-of-the-napkin calculation here. Let's say that the Q4 total available microprocessor market is 35M CPUs (this was last quarter's total, so conservatively, Q4 will perform as well as Q3). 27% of 35M CPUs is 9.45M. If VIA and others sell 1M CPUs, that leaves 24.55M, or 70%, for Intel. Pentium 4 shortages or not, these numbers would be quite unexpected from both AMD and Intel. 24.55M is fewer CPUs than Intel sold last quarter (which would be unexpected, given Intel's mid-quarter positive update), and 9.45M CPUs from AMD is a 23% increase over last quarter, which seems hard to believe, given their absence from U.S. retail, as well as having been dropped from Gateway's product lines. If we assume a large increase in the total available market, say 40M CPUs, then that would mean that AMD sold 10.8M CPUs, and with 1M from VIA and others, that brings Intel's total to 28.2M, or 70.5%. That brings Intel's total in line with what I would expect (again, because of boosted expectations from the mid-quarter update, and given equal or smaller gross margins compared to last quarter, that means much larger unit volumes). AMD's total, however, is even more unbelievable at 40% over the previous quarter. My guess is that 27% market share theory seems like a farce. The AMD representative that mentioned 27% in an interview much have meant that in a particular segment, not overall. What exactly is Dataquest saying? wbmw