Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 40.78

+0.7%

Dec 10 3:59 PM EST

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To: Paul Engel who wrote (112735)	10/7/2000 3:33:58 PM
From: Dan3	Read Replies (3) of 186894

Re: get real - AMD has only 12% - AFTER these incredible gains? I think it went something like this. AMD went from 8% of the market @ $60ASP / $30 gross margins to 12% of the market @ $100ASP / $70 gross margins. Unit share for Intel probably stayed about the same (AMD's market share gains mostly came from Cyrix, Apple, and Winchip) but Intel's ASP dropped from circa $210 to circa $170 - units shipped increased 12% or so which was not enough to makeup for the fall in ASPs for Intel. Meanwhile AMD had an increasing share of a growing market at higher ASPs - and that trend looks to continue. Dan

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