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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Mani1 who wrote (55018)4/9/1999 7:27:00 PM
From: Tenchusatsu  Read Replies (2) | Respond to of 1572644
 
<AMD has major problems but the fact of the matter is that they are gaining market share, increasing revenues and climbing up the food chain toward the more profitable high end market. These are facts not opinions.>

Let's see. AMD shipped fewer processors this quarter at a lower average selling price, compared to last quarter. And this is increasing revenues?!?

<Every one talks about how AMD is repeating historical pattern and we should know what to expect this time, BULL SH*T!!!!>

I'll let Paul answer that.

Tenchusatsu



To: Mani1 who wrote (55018)4/10/1999 2:48:00 PM
From: Paul Engel  Read Replies (2) | Respond to of 1572644
 
Mani - Re: " AMD has major problems but the fact of the matter is that they are gaining market share,"

AMD just announced a 22% drop in UNIT SHIPMENTS - from 5.5 million last quarter to 4.3 million this quarter.

For AMD to gain market share, the market (i. e., Intel) would have to be DROPPING at a 23% unit rate - or higher.

Wouldn't you have expected Intel to preannounce if their unit volumes had dropped that much in the past quarter ?

Paul


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