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Politics : Formerly About Advanced Micro Devices
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To: Yousef who wrote (25405)10/31/1997 1:51:00 PM
From: Profits  Read Replies (1) of 1578873
 
Yousef and Investor A and Fuchi etc.,

This is not about AMD vs. Intel vs. Cyrix.

The CPU market is about selling PCs. The overall market for PCs continues to rise and the growth rate is healthy. Analysts say that nearly 40% of all US homes have PCs. That means 60% of US homes do not have PCs. What an incredible opportunity for companies selling CPUs. I'm pretty confident that Intel, AMD and Cyrix (well National) will all be around for quite a while.

Obviously Microsoft has taken a different approach. They feel the PC market is saturated and have invested in WebTV. Why do you think that is? Well if they have a box sitting next to your TV (98% of US homes have TVs) they can expand US market penetration.

Intel currently holds around 85% of the CPU market, AMD has less than 10% and everyone else around 5%. There's no doubt that Intel is an excellent company. If you're an Intel investor I applaud you. If you're a Cyrix investor I applaud you. If you're an AMD investor I applaud you. The semiconductor sector represents an outstanding rate of return.

This market is large enough for Intel, AMD and Cyrix. AMD's goal is for 15 million CPUs (roughly 15% marketshare) in 1998, and 30% marketshare in 5 years. So don't trash people because they like AMD.

Profits
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