Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.80

+1.7%

Jan 16 3:59 PM EST

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To: redbird who wrote (22195)	12/11/2000 8:06:00 PM
From: Petz	Read Replies (1) of 275872

redbird, re:AMD market share. Intel almost certainly shipped slightly less or flat number of units. They never tell, but since overall revenues will be flat, I can't see them increasing. So maybe AMD gained 1% market share, I doubt more than that. AMD suffered more in the ASP category than Intel, because they have a greater proportion of server chips and high end notebooks. If AMD gained $50M in flash and lost $10M in discontinued voice comm chips (Legerity stuff, net of fab income), they must have $40M (worst case) less in CPU revenues. So that would go from $625M to $585M. With 7M processors, the ASP comes to 83.50. Now that I've done the calculation, that a better ASP than I thought. Petz

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