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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (28778)	3/3/1999 11:30:00 AM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Brian, re > AMD recently overtook INTC in terms of market share in the fastest growing segment of the MPU sector.< That claim extends to PCs sold in retail stores only, as pointed out in yesterday's correction. Tuesday March 2 4:18 PM ET AP Clarifies Intel-Retail-Sales NEW YORK (AP) - In a Feb. 26 story about retail sales competition in the computer semiconductor industry, The Associated Press quoted the research firm PC Data as reporting that consumers bought more computers in January with semiconductors made by Advanced Micro Devices than those made by Intel Corp. (Nasdaq:INTC - news) The PC Data report was based on sales in retail stores only, not including sales made directly by computer manufacturers to consumers by phone or over the Internet. dailynews.yahoo.com Gottfried

To: Proud_Infidel who wrote (28778)	3/3/1999 12:02:00 PM
From: Katherine Derbyshire	Respond to of 70976

>>Did you listen to the last CC? J Morgan said they could provide a total 300mm solution for any chipmanker wanting to go forward.<< Sure. So what? If you believe press releases, every single member of SEMI is a "leading supplier" of every product it sells. If you believe company executives, every company in the industry strives to provide "total customer solutions," and some of them even offer more complete packages than AMAT does. I'm not saying that Morgan is wrong, just that I'd want a whole lot more evidence than an offhand comment in a conference call before I argued that AMAT was undervalued. Katherine