Friday, January 23, 2004 12:32:56 AM
SZ -
AMD - still losing market share - even in the best quarter they have had in over 2 1/2 years. Doesn't bode well for their future.
Well they sort of made that choice didn't they? They are tacitly abandoning the lowend in hopes of enjoying the higher ASPs at the higher end. I don't know if this will ultimately work but that seems to be their new business plan.
AMD - still losing market share - even in the best quarter they have had in over 2 1/2 years. Doesn't bode well for their future.
Well they sort of made that choice didn't they? They are tacitly abandoning the lowend in hopes of enjoying the higher ASPs at the higher end. I don't know if this will ultimately work but that seems to be their new business plan.
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