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Technology Stocks : Intel Corporation (INTC)
INTC 36.15-0.6%Dec 24 12:59 PM EST
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To: Paul Engel who wrote (136210)5/28/2001 7:13:37 PM
From: dale_laroy  Read Replies (1) of 186894
 
>Get real - do you think AMD is going to go from ZERO to 50% of SMP market share in a month?<

Hardly, even assuming Sledgehammer blows P4 Xeon away with both its MHz and IPC, and Microsoft has x86-64 Windows XP ready to go at launch, it would take until the end of 2003 for AMD to capture a total market share equal to just Dell's.

As for Athlon 4, I expect fairly widespread support, but actual penetration will be well under 20% in the DP market by mid-2002, and more likely under 14%.
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