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To: Tony Viola who wrote (164587)4/25/2002 1:12:51 PM
From: wanna_bmw  Read Replies (1) | Respond to of 186894
 
Tony, Re: "Intel put the 2.53 GHz, 533 MHz FSB P4 for Q2"

Yup. That would give Intel, what... an 800MHz lead over AMD? Plus, there's the 533MHz FSB advantage.

wbmw



To: Tony Viola who wrote (164587)4/25/2002 3:07:27 PM
From: Elmer  Read Replies (2) | Respond to of 186894
 
Still looking through the IA Group slides, Intel put the 2.53 GHz, 533 MHz FSB P4 for Q2, and the 3.0 GHz P4 for Q4 on a slide (54). FWIW (has the latter been on a "foil" yet?).

These are all schedule pullins. While AMD slips silicon schedules and ships a flurry of press releases, Intel delivers real silicon ahead of schedule. How refreshing.

EP



To: Tony Viola who wrote (164587)4/25/2002 8:57:50 PM
From: Joe NYC  Respond to of 186894
 
Tony,

Re: Intel gaining in flash market share. Went from 25% to 33% since last year.

Doesn't sound good for AMD, which needs flash to turn around a lot more than Intel does.

The chart I have seen very recently said that Intel did gain share, but not as much as wbmw said, and AMD also gained share (marginally). But Fujitsu lost share. I don't know how Fujitsu's loss of share reflects in AMD bottom line, but I think it does.

Joe


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