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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Yousef who wrote (81132)	5/30/2002 11:41:09 PM
From: Elmer	Respond to of 275872

Looks like AMD's "market share" has gone down to ~18% from THGRTPRTNDR previous "claims" ... AND ... An AMD prices cut can't be "good" for their revenue, IMHO. Lower ASPs for a shrinking market share.... bummer... Good thing AMD has "World Class Yields".... EP

To: Yousef who wrote (81132)	5/31/2002 12:27:00 AM
From: Jim McMannis	Read Replies (2) \| Respond to of 275872

Paul, RE:"Looks like AMD's "market share" has gone down to ~18% from THGRTPRTNDR"previous "claims"" ... 18% ain't too bad when you add in about 1%-2% for X-box x86 chips. That pushes it to 20%. Down from 22% when they had the MegaModelhertz lead. RE:"AND ... An AMD prices cut can't be "good" for their revenue, IMHO." Still limping to Hammer. Shoot, Hammer may beat K7 to .13u at this rate. Speaking of shooting, AMD shot any timely release of T-bred when they decided to use UMC. I guess they knew they had to throw in the towel.

To: Yousef who wrote (81132)	5/31/2002 8:13:15 AM
From: niceguy767	Read Replies (1) \| Respond to of 275872

Yousef: "AMD, Following Intel, Cuts Chip Prices" In the same release, AMD stated its purpose in making those cutsas twofold: "to remain competitive and to make room for new chips it will introduce next month". June 10: a glimpse behind the veil. Oct/Nov: the penultimate unveiling Jan/03: The final unveiling By the way, the twofold purpose of INTC's price cuts was: "to remain competitive and to rep the rewards of all that fab expense over the past few years" Too early to tell, but I prefer AMD's rationale of making room for new processors as opposed to INTC's same old product just more of it!!!