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

To: dougSF30 who wrote (196367)	5/11/2006 1:15:38 AM
From: Petz	Read Replies (1) \| Respond to of 275872

I agree with you partially on Intel/AMD lead at the high end. If < 5%, AMD will continue gaining market share, both units and dollars, just by shear momentum unless it lasts > 9 months If > 20%, Intel is not a sure-fire dollar market share gainer. I think they would a) have to be able to yield at least 5% of their output faster than the top end of AMD's output b) have to be in this position for > 5 months. c) even then, no chance of AMD having less market share (in $'s) in Q4 than they had in Q1, which is several % greater than last Q4 If inbetween, the results would be inbetween. Petz