Advanced Micro Devices - Moderated (AMD) 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.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 204.14

-2.8%

2:03 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: AK2004 who wrote (6316)	8/23/2000 5:16:08 PM
From: Eric K.	Read Replies (3) of 275872

That's a nasty report, Albert. I can't believe AMD is managing to lose market share in this environment. If Joseph's projection of 36.4M Intel cpus is accurate and AMD ships 7M, AMD's unit market share data for the last three quarters will be 17.0%, 16.6%, 16.1%. I suppose revenue market share is significantly increasing, but I am not pleased with the unit shipment results. Blame Via for preferring to skank to Intel even though the number of Athlon chipsets required are much less than for Apollo chipsets? Blame AMD for not creating enough demand? Edit: I suppose based on his predictions for a flat unit shipment rise for Intel in q4, AMD should rise to 19.8% in q4. However, there appears to have been a significant opportunity loss in the mean time. -Eric

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next