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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.990.0%Dec 26 9:30 AM EST
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To: kash johal who wrote (47927)7/17/2001 12:35:14 AM
From: Dan3Read Replies (1) of 275872
 
Re: The WW market for laptops is around 5-6M units/qtr.

Figures I've seen indicate the quarterly WW CPU market is 35 million units, and that the mobile market is about 25% to 30% of that or 9 to 10 million units.

Back to school is a decent sized chunk of that market and that's all retail.

I think 1 million mobile units is already pretty much "in the bag" for AMD this quarter. The final number could be a fair amount higher than that.

Regards,

Dan
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