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

To: Elmer who wrote (56420)4/26/1999 3:30:00 PM
From: Jim McMannis  Read Replies (1) | Respond to of 1571644
 
It really doesn't affect AMD at all. They shipped all they could make. What did happen is that Intel sold a bunch of Celerons a lot cheaper than they had too because they didn't know about AMDs process problem.
Really can't blame Intel. They probably did gain back some lost market share. All of it? I doubt it. AMD has likely started to gain some of their lost ground back in the last month.
Just seems like this Otellini character is under pressure to keep a nice spin on things and keep his job.
The more I think about it, the whitney is a nice plus for Intel.
The large boxmakers will like it, for a while. They PC price bar will be lowered and their margins end up about the same. Might hurt AMD some.

Jim



To: Elmer who wrote (56420)4/26/1999 3:38:00 PM
From: Kevin K. Spurway  Read Replies (1) | Respond to of 1571644
 
Re: "Intel says they had regained lost market share in Q1 while AMD suffered a drop of 1 million units shipped during that same time, and no one believes Intel."

I believe this statement could be true. What I don't believe is that Intel regained ALL lost market share, and THAT is what the Intel spokesman said.

Kevin


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