Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 213.62

-1.0%

3:59 PM EST

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To: reynoso who wrote (71301)	2/9/2002 4:22:01 PM
From: ptanner	Read Replies (1) of 275872

Reyneso, re: "Although I share your enthusiasm, isn't it true that one AMD official recently was quoted as saying that, after 7 or 8 months in the server sector, AMD had zero market penetration?" wbmw and I worked through this a while back here. Now we have the BA@BoA [Ben Anixter, AMD VP of External Affairs at Bank of America presentation] source quote, courtesy of JC's and one of his contributors: "Well, as we said on the conference call we're starting to get traction ?? the one and two processor markets the one or two processor server and workstation market. There are about a million/quarter of those sold. We have essentially 0% market share right now. We're selling 10s of thousands of units a quarter." Consensus was that AMD has more than 1% but they effectively have a very minor presence in this market. Also defining the market and total size of the 1/2P market was not clear. -PT

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