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 256.70

+1.2%

1:04 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Neil Booth who wrote (40571)	5/20/2001 12:09:07 PM
From: Dan3	Read Replies (1) of 275872

Re: If they can get 25% I'd be very happy. I don't think they will, though. From an investing perspective, it's also interesting to look at revenue market share. Was: Rough approximation for share (Share x ASP) Intel 85% at $180 translates to 94% of market revenue AMD 15% at $65 translates to 6% of market revenue Now: Intel 78% at $140 translates to 84% of market revenue AMD 22% at $90 translates to 16% of market revenue The improvement in AMD's position is actually much, much greater than the unit share numbers imply. They have nearly tripled their market share in terms of dollars. A move by AMD to sell a significant portion of its production as mobile and SMP parts, while Intel "owns" the low end market could lead to the following 12 months from now: Intel 75% at $125 translates to 75% of market revenue AMD 25% at $125 translates to 25% of market revenue Dan

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next