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

To: greg s who wrote (123768)	6/15/2004 12:52:17 PM
From: Buckwheat	Respond to of 275872

I guess the question then is "is Intel gaining market share in a growing market or in something that others are trying to avoid". I guess we will learn more about both Intel and AMD market success in mid July. Buck

To: greg s who wrote (123768)	6/15/2004 2:18:40 PM
From: Petz	Read Replies (2) \| Respond to of 275872

How could rising Intel motherboard share result in higher Intel chipset inventories? Since 100% of Intel's motherboards need to have Intel chipsets and only 2/3 of competitive motherboards require Intel chipsets, an increase in Intel's motherboard market share would result in a shortage of Intel chipsets, not a surplus. PS - What happened to Digitimes? Did they lose their domain name? Petz