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Technology Stocks : Intel Corporation (INTC)
INTC 40.51-7.4%3:59 PM EST

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To: Tenchusatsu who wrote (115400)10/31/2000 5:36:26 PM
From: AK2004  Read Replies (1) of 186894
 
Tenchusatsu
very. Right now amd achieved 17% by selling mainly in retail sector which accounts for roughly 40% of the market. Hence, Amd is roughly at 50% of the retail.
At the end of the year amd will attempt to penetrate commercial sector with Mustang and derivatives and later in the year with "hammer" variations.
If amd would maintain current retail share and gain just 10% of commercial that would already be ~25%. 10%-20% of commercial sector may prove to be conservative.
As far as production capacity then amd got fab 30 that is underutilized and negotiating (about a month old news) foundry arrangements.
Regards
-Albert
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