Formerly About Advanced Micro Devices Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Cirruslvr who wrote (65478)	7/15/1999 2:17:00 AM
From: FJB	Read Replies (1) of 1574097

What is crazy is Via expects to have 10% of the overall market in two years during the same time AMD expects to have 30% of the overall market. Intel ain't gonna have only 60% of the market... Good point. The only way something like that could happen is if someone with multiple fabs gets involved in the market and dedicates them to x86 processors. If AMD could ramp Dresden quickly, that is the closest you would get to a competitor. Apart from that, I can't see who would dedicate all those wafers to x86 and capture 30% unit share. $ share is more important and that is why AMD is still dangerous, despite sucking wind. Bob

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next