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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 259.65+2.3%Jan 23 9:30 AM EST
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To: Charles R who wrote (103197)10/21/2003 7:09:02 PM
From: ptannerRead Replies (1) of 275872
 
re: " Based on the conference call, I would say the odds are pretty high that AMD *lost* unit market share but *gained* revenue market share."

This got me a little curious to look at some of the reported values:

	Microprocessors				Flash
	AMD	Intel	%AMD		AMD	Intel	%AMD

1Q03	468	5760	7.51%		398	473	45.7%
2Q03	402	5833	6.45%		391	465	45.7%
3Q03	503	6838	6.85%		424	450	48.5%


Notes: AMD values direct from reported categories except$180M added for1Q and 2Q for Fujitsu portion of flash.
Intel values are for the Intel Architecture Group (CPU, chipsets, motherboards, etc.) and Wireless Communication Group.
All data taken from nice tables here based on company reported values: epscontest.home.comcast.net

-PT
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