Dan re:<The only thing that saved AMD was that MSI was willing to risk Intel's threats for the chance to make more profit every 4 months than they did in all of last year - and so far it's working out wonderfully for them>
And, for MSI, it worked!
quote.bloomberg.com ______________
Micro-Star Sept. Sales Rise 75% on Year to NT$1.92 Bln (Table)
Taipei, Oct. 8 (Bloomberg) -- Micro-Star International Co., which makes motherboards tailored to Intel Corp. and Advanced Micro Devices Inc.'s Athlon microprocessors, said September sales surged 75 percent from a year earlier to NT$1.92 billion ($60 million).
Taiwan-listed companies disclose limited financial results each month in compliance with stock exchange regulations.
(All figures in millions of New Taiwan dollars, rounded)
SALES:
Sept. 99 Sept. 98 Y-o-Y % Change ---- 1,923 1,100 +74.8% Cumulative Cumulative Y-o-Y % Jan. to Sept. 99 Jan. to Sept. 98 Change 10,783 5,777 +88.6% quote.bloomberg.com __________________ ________________________________________________________
Athlon effect - My calculations:
(Amounts shown are in Millions of NT$)
Sep 99 sales = NT$1,923 (fyi: NT$1.92 billion = US $60M) Jan - Aug'99 sales = NT$10,783 - 1,923 = 8,860 Monthly avg sales from Jan - Aug'99 ~ NT$1,108 Sales jump in Sept'99 = NT$760 ~ 70% above the avg. (NT$760 ~ US $24M) This will certainly attract more Mobo mfgrs into Athlon market.
Goutama (credit: YAHOO Jungle for the great link)
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