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

To: j3pflynn who wrote (188634)	3/4/2006 1:39:07 PM
From: dougSF30	Read Replies (1) \| Respond to of 275872

Well, from Intel's midQ4 update, "1 point" of market share loss actually worked out to 3-4 points. Is "slight" more or less than "1 point"? :)

To: j3pflynn who wrote (188634)	3/4/2006 4:12:13 PM
From: dramjoe7	Read Replies (1) \| Respond to of 275872

A slight market share loss (<2%) doesn't mean much to Intel, but on a revenue growth basis, is huge for AMD. Regarding Monday's analyst meeting, I would think Hector would say that in order to wage a price war, you need at least competitive products and clearly AMD's products are superior for another qtr or 2 (or 3 or...). I'm amazed that the market has so quickly reverted to the "Intel will crush AMD in a nanosecond" thinking. Most don't get the competitive change that has taken place. Fine. We'll make money without them...