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To: Road Walker who wrote (155936)1/17/2002 10:06:56 AM
From: Joe NYC  Respond to of 186894
 
John,

Jerry said that the unit market share was about 20%, and since during the last CC he said it was about 21.7, it was obviously admission that AMD lost unit market share. But he said that AMD gained dollar market share in CPUs last quarter, and the last year.

Joe



To: Road Walker who wrote (155936)1/17/2002 11:28:05 AM
From: Tony Viola  Read Replies (1) | Respond to of 186894
 
John, >I haven't been paying close attention, did Jerry admit that he lost market share, what did he say?

Jerry had been talking up AMD gaining units share by the quarter. Now that he had a quarter when he lost share, he's talking by the year. Maybe when that goes away this year, he'll change it again and make it by the 2 years. Whatever gives him a favorable look.

Tony


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