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Politics : Formerly About Advanced Micro Devices
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To: Charles R who wrote (83005)12/14/1999 11:03:00 PM
From: Charles R  Read Replies (3) of 1572094
 
I got the following in a PM and I am in sync with what the writer says in the second part of the note (You may want to look at the Reuters report that Ted posted and see the tone.):

"Anyhow, more to the point. I have noticed two important (I think) points which have been thrown around on the thread and not really thought through too seriously.

First, estimates for this quarter are 1.5 million coppermines and ~1 million athlons shipped -- now if that is the case the ratio of high end desktop processors this quarter is 3:2 or 40% market (which, I'm not sure) share for AMD. I think that is pretty remarkable and shows how well AMD is doing and how poorly INTC has done in the face of competition.

Second, this is more of a "touchy-feely," though perhaps equally important, issue. These latest press releases and commentary on the possibility of INTC introducing an 800 Mhz coppermine this coming Monday have all placed INTC in the position of reacting to its competitors instead of leading them. INTC has been "the" semi company for years now, but it doesn't seem to be acting as such lately and I think the analysts have picked up on it. AMD, on the other hand, looks like (is being touted as?)the catalyst in the market to which INTC has to react. This definitely seems to be a serious reversal of image."
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