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Politics : Formerly About Advanced Micro Devices
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To: Petz who wrote (81783)12/2/1999 3:16:00 PM
From: Goutam   of 1581618
 
Petz,

Analysis came from Patrick Tanner:

Given the available data, I worked out the market share percentages for
Intel and AMD.
Percentages of Total Retail Sales 
 Reported Calculated  Reported
      <$1,000  >$1,000     TOTAL
 Intel 59%     71%         63%
 AMD   35%     29%         33%
 Other 6% *** 4%
 Calculated: Sales of >$1,000 were 33% of all units.
             *** - assumed all of 'Other' < $1000


Thanks for posting it. From this analysis, it seems AMD has 29% of >$1000 retail market. I think it is safe to assume, AMD gained close to 27% (assuming a prior to Athlon retail market share of 2%). That's phenomenal! A good data point for any body trying to figure out AMD revenues.

Also, AMD stock is started taking off, after the commentary that was aired on CNBC about Flash demand. They clearly mentioned that AMD as the big player in FLASH and they also mentioned about the newcomers (compared to AMD) STmicroelct, and Atmel. What I learned from the CNBC blurb was that AMD makes flash devices specifically for the Cellular phone and other mobile markets, whereas Intel specializes in Flash devices for computer systems.

Regards,
Goutama
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