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Sarmad

01/25/07 10:11 AM

#37673 RE: jhalada #37672

your blatherings would have some credibility with me if they had some credibility with you. The stock is down 60% from its recent high. Yet you can't bring yourself to put a penny into it. It's like robert-o. He doesn't hold any shares. Yet he posts about AMD on three different boards.
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wbmw

01/25/07 10:34 AM

#37681 RE: jhalada #37672

Re: I am talking about unit market share that Intel has been losing steadily. After slowing down the market share losses in Q2 and Q3, unit market share losses accelerated in Q4 again.

Much of these volumes went to Dell. It was the first full quarter of Dell sales that AMD had to add to market share. There are also reports of AMD dumping volumes on the channel in December. This will only hurt them going into this quarter, until all those product work their way out.