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Politics : Formerly About Advanced Micro Devices

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To: Charles R who wrote (61932)6/16/1999 2:19:00 PM
From: Tenchusatsu  Read Replies (1) of 1573683
 
<Most forecasts call for about 20% CAGR in x86 microprocessor market. So, for the next year or so, if Intel can hold their ASPs, it will in effect remain 0% growth company even if AMD sees 20% growth in market share.>

Chuck, recheck your math. Right now AMD has about 18% of the entire x86 market. If the x86 market grows by 20%, and Intel has 0% growth, that means AMD themselves will grow by over 100%. But if AMD grows by only 20%, Intel will also grow by 20%, and thus the entire market will grow by 20%.

Tenchusatsu
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