Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 251.14

-3.3%

3:09 PM EST

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To: Joe NYC who wrote (138044)	10/29/2004 1:15:49 AM
From: KeithDust2000	Read Replies (3) of 275872

Joe, and AMD is not really gaining unit marketshare at all. 0.4% in Q3, even less than in Q2, IIRC, and they are still below 16%, where they have been for the last three quarters! And with sales being still roughly 75% K7 this quarter (sigh!), it´s not hard to see why they won´t jump to 20% anytime soon. Not that 20% would be a problem for the current fab. I´m looking for socket wins, new OEMs coming on board, others significantly extending their line-ups...but it´s just not happening, at least not yet. Small wonder, K7 won´t do it. Prescott, P-M and Xeon seem just fine for now for 82% of the market.

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