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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: kash johal who wrote (70857)	1/11/1999 12:34:00 AM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

Kash, Re: "Last quarter expectations are for market size of 33M CPU's with Intel at 28M and AMD at 5.5M." That leaves Cyrix/NSM, IDT and Rise with minus 0.5M. What a way for Rise to start! Tony

To: kash johal who wrote (70857)	1/11/1999 5:20:00 AM
From: Fred Fahmy	Read Replies (1) \| Respond to of 186894

kash, Re: market share There is a point regarding market share that I have tried to make several times but few seem to understand. I will try again. Market share can be expressed in terms of units (volume), revenue (dollars), or profit (dollars). Intel still enjoys nearly 100% of market share when expressed in terms of profit share. In other words, there are X number of dollars to be made in the desktop CPU business where AMD, Cyrix, etc. and Intel compete. Right now, Intel is getting nearly 100% of X. This is the market share that investors should concern themselves with. Any competitor can gain volume share (and possibly revenue share) if they are willing to sell at the right price. This has been AMD's strategy and this is what has contributed to AMD's rapid financial deterioration over the last 3 years. This is also why S&P lowered their credit rating last year. FF