Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 88.13

+1.1%

3:59 PM EST

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To: Dave B who wrote (41264)	5/2/2000 3:10:00 PM
From: gnuman	Read Replies (2) of 93625

Dave and Scumbria You can make a case for both sides, (share of units or revenues). As for units, I would guess AMD had ~20% of Q1 CPU shipments for PC's. From the Q1 report: "Unit sales of AMD Athlon? processors increased by 50 percent to 1.2 million units," Sanders continued. "Total PC processor revenues grew 14 percent sequentially and by more than 65 percent over the first quarter of 1999. Total unit sales, including AMD Athlon and AMD-K6© family processors, reached a new record at nearly 6.5 million units. Reflecting a richer PC processor portfolio with the industry's broadest range of high-performance solutions, revenues from AMD Athlon processors exceeded revenues from AMD-K6 family processors." AMD share of Q1 CPU revenues is tougher to WAG, but 10% doesn't sound unreasonable. JMHO's

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