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To: Petz who wrote (103156)10/17/2003 2:53:25 PM
From: DRBESRespond to of 275872
 
re: "No, there's no problems with Prescott and Dothan. Intel gained market share, you know"

Clearly that is the case. That must be why AMD is behaving so disappointingly today.



To: Petz who wrote (103156)10/17/2003 4:03:07 PM
From: Joe NYCRespond to of 275872
 
Petz,

No, there's no problems with Prescott and Dothan. Intel gained market share, you know.

What are they up to now, 120%?

Joe



To: Petz who wrote (103156)10/17/2003 5:33:32 PM
From: Charles RRead Replies (2) | Respond to of 275872
 
Petz,

<Intel gained market share, you know.>

Based on the conference call, I would say the odds are pretty high that AMD *lost* unit market share but *gained* revenue market share.

Chuck


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