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To: Petz who wrote (155594)1/15/2002 8:03:45 PM
From: Tony Viola  Read Replies (1) | Respond to of 186894
 
John, if you look back, I think you'll see that AMD's revenues sagged worse than Intel's at the low points, so AMD is improving from a lower base. This is the type of thing you might expect, i.e., the smaller company having lower dips but higher comebacks. Like Otellini said in the CC, Xeon sales are improving a lot, but they are coming up from a pretty low level.

Tony



To: Petz who wrote (155594)1/15/2002 8:12:56 PM
From: wanna_bmw  Read Replies (1) | Respond to of 186894
 
Petz, Re: "Intel underperformed again."

Forgive me for saying so, but you seem pretty sour about Intel's successful quarter. Aren't you happy enough that AMD is going to deliver some great news tomorrow? Are you that big of a grinch that you have to rain on the Intel parade? You AMDroids ought to concentrate more on AMD, since they are still set to lose money for the year (although I'm sure that record CPU volumes and potential gains in market share would be more than enough consolation for any AMDroid investing in AMD's future).

wbmw

P.S. Congratulations in advance just in case AMD does show an increase in market share tomorrow. I am thinking that this will be a definite possibility for them, despite what Paul Otellini said during the CC. All they need is about 8.5M units.



To: Petz who wrote (155594)1/15/2002 8:30:00 PM
From: Tenchusatsu  Respond to of 186894
 
Petz, funny how AMD is gaining in revenue share, but still won't make a profit. <EOM>