Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.14

-0.8%

Jan 9 9:30 AM EST

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To: Eric K. who wrote (6346)	8/23/2000 6:13:36 PM
From: Mani1	of 275872

Eric re <<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? >> A little of blame is just for AMD and via. But also keep in mind that Athlon has bigger die size than K6, so the conversion does result in unit capacity going down. Mani

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